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Financial ADVSR advisor directory · SEC adviser records

Coquina Private Wealth Advisors financial advisors

Every SEC-registered investment adviser representative at Coquina Private Wealth Advisors, by the state and city of the office they work from.

The short answer

7 registered advisors work at Coquina Private Wealth Advisors, in 2 states and 4 cities; the most are in Port Charlotte, FL (4). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Coquina Private Wealth Advisors advisor by name →Who joined and left Coquina Private Wealth Advisors →Coquina Private Wealth Advisors: assets, clients and custodians →

Cities with the most Coquina Private Wealth Advisors advisors

Port Charlotte, FL 4Boca Raton, FL 1Sebring, FL 1Summerville, SC 1

Coquina Private Wealth Advisors advisors by state

Coquina Private Wealth Advisors in Florida 6

Port Charlotte 4Boca Raton 1Sebring 1

Coquina Private Wealth Advisors in South Carolina 1

Summerville 1

Questions

How many financial advisors does Coquina Private Wealth Advisors have?

7 investment adviser representatives are registered with Coquina Private Wealth Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 4 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Coquina Private Wealth Advisors have the most advisors?

Port Charlotte, FL, with 4 registered advisors, then Boca Raton, FL (1). By state, Florida has the most, with 6.

How do I find a Coquina Private Wealth Advisors financial advisor near me?

Pick your state below, then your city, to see every Coquina Private Wealth Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Coquina Private Wealth Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →