Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 7 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
7 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Laura L. AmendolaPort Charlotte, FL | Coquina Private Wealth Advisors | Adviser only | CFP | Atlas | 1997 |
| 2Tyler J. AmendolaPort Charlotte, FL | Coquina Private Wealth Advisors | Adviser only | – | Atlas | 2026 |
| 3Stephen G. CookBoca Raton, FL | Coquina Private Wealth Advisors | Adviser only | – | Atlas | 1991 |
| 4Walter F. MortimerSummerville, SC | Coquina Private Wealth Advisors | Adviser only | – | Atlas | 2004 |
| 5Shannon C. SappSebring, FL | Coquina Private Wealth Advisors | Adviser only | CFP | Atlas | 2015 |
| 6Leah R. Van WeliePort Charlotte, FL | Coquina Private Wealth Advisors | Adviser only | – | Atlas | 2010 |
| 7Joseph P. Williams Jr.Port Charlotte, FL | Coquina Private Wealth Advisors | Adviser only | CFP, ChFC | Atlas | 1999 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.