William Gregory Mccoll

Employer firm

Silvia Mccoll Wealth Management, LLC CRD 295339

$283M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Silvia Mccoll Wealth Management, Llc

600 W Broadway Suite 700, San Diego, CA 92101 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-13
TX	RA	APPROVED_RES	2018-10-01

CA RA
APPROVED

Since 2025-01-13
TX RA
APPROVED_RES

Since 2018-10-01

Branch Locations

600 W Broadway Suite 700, San Diego, CA 92101 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	San Diego	CA	06/2009	06/2018
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	06/2018
Silvia Mccoll Wealth Management Llc	San Diego	CA	06/2018	Present
M. S. Howells & Co.	Scottsdale	AZ	06/2018	06/2022

06/2009 → 06/2018

Morgan Stanley Smith Barney

San Diego, CA
01/2015 → 06/2018

Morgan Stanley Private Bank, National Association

New York, NY
06/2018 → Present

Silvia Mccoll Wealth Management Llc

San Diego, CA
06/2018 → 06/2022

M. S. Howells & Co.

Scottsdale, AZ

Previous Registrations

2009-06-01 → 2018-06-04

Morgan Stanley

San Diego, CA
2008-08-29 → 2009-06-01

Morgan Stanley & Co. Llc

San Diego, CA
1997-07-08 → 2008-09-16

Ubs Financial Services Inc.

San Diego, CA

San Diego, CA

Other Businesses

1. JAN 1991; WILLIAM MCCOLL AND SANDRA MCCOLL PROPRIETOR; VARIOUS RENTAL PROPERTIES; NON INVESTMENT RELATED; JOINT OWNER WITH SPOUSE; DEVOTES 1 HOURS PER MONTH DURING NON-TRADING HOURS. 2. JUNE 2018; M. S. HOWELLS & CO., INVESTMENT RELATED, SUPERVISED FROM SCOTTSDALE, AZ ; LOCATED AT SAN DIEGO, CA; BROKERAGE FIRM; REGISTERED ASSISTANT; APPROX. 40 HOURS/MONTH; APPROX. 2 HOURS DURING SECURITIES TRADING HOURS; RECOMMENDING CERTAIN SECURITIES PRODUCTS TO CLIENTS FOR NORMAL AND CUSTOMARY COMMISSIONS. 3. MARCH 2020-2023; COMMUNITY ELDERCARE SAN DIEGO DBA ST. PAUL'S PACE, SAN DIEGO, CA; NON INVESTMENT RELATED; HELATH MAINTENANCE ORGANIZATION FOR SENIORS; CHAIRMAN OF THE BOARD; CHAIR MEETINGS OF BOARD OF DIRECTORS; DEVOTE 12 HRS/MONTH, 8 HRS/MONTH DURING MARKET HOURS. 4. MAY 2015 - MAY 2024; PATRICK HENRY HIGH SCHOOL ALUMNI ASSOCIATION, SAN DIEGO, CA; NON INVESTMENT RELATED; FUNDRAISING FOR HIGH SCHOOL AND SCHOLARSHIPS; VICE PRESIDENT; BOARD RELATED, FUND RAISING; DEVOTE 2 HRS/MONTH, .5 HRS/MONTH DURING MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-04-09
S63	Uniform Securities Agent State Law Examination	1989-05-05

S65 Uniform Investment Adviser Law Examination

1992-04-09
S63 Uniform Securities Agent State Law Examination

1989-05-05

Designations

Certified Financial Planner

Other Names

Bill Mccoll

View on SEC IAPD