Chief Operations Officer · Coquina Private Wealth Advisors
Barbara S. Wickman
CRD 2850107 · Named on Form ADV at one SEC-registered adviser
At a glance
Coquina Private Wealth Advisors, an SEC-registered wealth manager based in Port Charlotte, FL with $418 million in regulatory assets, lists Barbara S. Wickman on its Form ADV as Chief Operations Officer.
Firms and roles
- Coquina Private Wealth AdvisorsChief Operations OfficerWealth manager · Port Charlotte, FL · $418M in regulatory assets
AtlasMembers
Barbara’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Laura L. AmendolaChief Executive Officer, Coquina Private Wealth Advisors
- Joseph P. WilliamsChief Financial Officer, Coquina Private Wealth Advisors
- Leah R. VanwelieChief Compliance Officer, Coquina Private Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barbara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.