Sarah E. Nestingen

COPPELL ADVISORY SOLUTIONS LLC

belmont, NC 28012

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CRD#: 7618460

Professional summary

Sarah Elizabeth Nestingen is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Belmont, North Carolina.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sarah has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BELMONT CAPITAL ADVISORS START DATE OF 3/31/2025; MARKETING INSURANCE, ANNUITY INVESTMENTS AS AN INSURANCE AGENT. 10 HOURS DURING TRADING HOURS; RESPONSIBILITIES RELATED TO THIS BUSINESS ARE ANALYSIS OF THEIR FINANCIAL OBJECTIVE AND RISK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elizabeth Nestingen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 30, 2025 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 123 N. Main St., Belmont, NC 28012

RIA

CRD#: 156549

belmont, NC

Past

September 9, 2024 - December 3, 2024

VERUM PARTNERS LLC

RIA

CRD#: 301058

CHARLOTTE, NC

Past

February 10, 2023 - August 19, 2024

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348

Charlotte, NC

Past

August 19, 2022 - August 19, 2024

FLORIDA FINANCIAL ADVISORS, LLC

RIA

CRD#: 288811

Charlotte, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(5/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/23/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/23/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/10/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/1/2022

Securities Industry Essentials Examination

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

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Contact information

Main Address

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Mailing Address

Phone number

(817) 888-8020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FUSION FORM ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,334
AUM (Assets Under Management)	$ 1,077,958,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Sarah E. Nestingen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elizabeth Nestingen's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERUM PARTNERS LLC

TRINITY WEALTH SECURITIES, L.L.C.

FLORIDA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/23/2023

Series 65

Date: 7/23/2022

Series 6TO

Date: 2/10/2023

SIE

Date: 7/1/2022

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPELL ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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