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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 Port Charlotte, FL

Every SEC-registered investment adviser representative at a Coquina Private Wealth Advisors office in Port Charlotte, A to Z.

The short answer

4 registered advisors work at Coquina Private Wealth Advisors in Port Charlotte, out of 7 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Coquina Private Wealth Advisors advisors in Port Charlotte, A to Z

Every Coquina Private Wealth Advisors advisor →

Coquina Private Wealth Advisors advisors in every city and state →Coquina Private Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Coquina Private Wealth Advisors advisors in other cities

Boca Raton, FL 1Sebring, FL 1Summerville, SC 1

Other firms in Port Charlotte

All Port Charlotte advisors →

Synovus Securities, Inc. 8Edward Jones 6Cetera Investment Advisers LLC 3Ideal Retirement Solutions 3LPL Financial LLC 3Pfs Investments Inc. 3Strategic Advisers LLC 3

Questions

How many financial advisors does Coquina Private Wealth Advisors have in Port Charlotte?

4 investment adviser representatives are registered at Coquina Private Wealth Advisors offices in Port Charlotte, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Coquina Private Wealth Advisors one of the largest advisor employers in Port Charlotte?

Coquina Private Wealth Advisors ranks number 3 in Port Charlotte by registered advisors; Synovus Securities, Inc. has the most, with 8.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.