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William Andrew Coca

Morgan Stanley

Tampa, FL

CRD 7413446

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-07
FL RA APPROVED 2024-11-19
  • TX RA
    APPROVED
    Since 2025-01-07
  • FL RA
    APPROVED
    Since 2024-11-19

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Sandy UT 08/2021 12/2021
Cricket Wireless Tampa FL 05/2020 08/2021
Gc Services Lakeland FL 05/2018 11/2019
Fort Meade Middle Senior High School Fort Meade FL 08/2011 05/2017
Warner University Lake Wales FL 05/2017 05/2021
Morgan Stanley Tampa FL 09/2024 Present
Gte Financial Tampa FL 08/2022 09/2024
Uber Tampa FL 12/2021 08/2022
  • 08/2021 → 12/2021
    E*Trade Securities Llc
    Sandy, UT
  • 05/2020 → 08/2021
    Cricket Wireless
    Tampa, FL
  • 05/2018 → 11/2019
    Gc Services
    Lakeland, FL
  • 08/2011 → 05/2017
    Fort Meade Middle Senior High School
    Fort Meade, FL
  • 05/2017 → 05/2021
    Warner University
    Lake Wales, FL
  • 09/2024 → Present
    Morgan Stanley
    Tampa, FL
  • 08/2022 → 09/2024
    Gte Financial
    Tampa, FL
  • 12/2021 → 08/2022
    Uber
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28
Other Names
  • William A Coca

View on SEC IAPD

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