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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Coquina Private Wealth Advisors financial advisors in Florida

Every SEC-registered investment adviser representative at a Coquina Private Wealth Advisors office in Florida, by city and A to Z.

The short answer

6 registered advisors work at Coquina Private Wealth Advisors in Florida, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Port Charlotte (4). 3 list the CFP designation and 0 are also registered broker representatives.

Coquina Private Wealth Advisors advisors by city in Florida

Every firm in Florida →

Port Charlotte 4Boca Raton 1Sebring 1

Coquina Private Wealth Advisors advisors in Florida, A to Z

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Questions

How many Coquina Private Wealth Advisors financial advisors are in Florida?

6 investment adviser representatives are registered at Coquina Private Wealth Advisors offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Coquina Private Wealth Advisors have the most advisors?

Port Charlotte, with 4, then Boca Raton (1). Coquina Private Wealth Advisors has advisors in 3 cities in Florida.

How do I check a Coquina Private Wealth Advisors advisor in Florida?

Each advisor below 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. Advisors are listed at the city of the Coquina Private Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.