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COQUINA PRIVATE WEALTH ADVISORS
COQUINA PRIVATE WEALTH ADVISORS is an SEC-registered investment adviser in PORT CHARLOTTE, FL, registered since 2025. The firm manages approximately $418...
Overview
COQUINA PRIVATE WEALTH ADVISORS is an SEC-registered investment adviser in PORT CHARLOTTE, FL, registered since 2025. The firm manages approximately $418 million in assets. It has 12 employees and 8 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Has Coquina Private Wealth Advisors been cited in any litigation or regulatory action?
No. Searches of federal and state court dockets, SEC enforcement actions, and FINRA records returned no litigation or regulatory matters involving Coquina Private Wealth Advisors.
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