Leah Ronnell Van Welie

Employer firm

Coquina Private Wealth Advisors CRD 333615

$418M regulatory AUM 8 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1992 → 03/2025
  Raymond James Financial Services, Inc.
  Port Charlotte, FL
• 08/1992 → Present
  Williams Financial Services, Inc.
  Boca Raton, FL
• 04/2012 → 03/2025
  Raymond James Financial Services Advisors, Inc
  Port Charlotte, FL
• 12/2021 → Present
  Coquina Private Wealth Llc
  Port Charlotte, FL
• 03/2025 → Present
  Coquina Private Wealth Advisors
  Port Charlotte, FL

Previous Registrations

• 2010-04-15 → 2025-03-31
  Raymond James Financial Services Advisors, Inc
  Coral Springs, FL
  Port Charlotte, FL

Other Businesses

(1)Name of Business: Williams Financial Services, Inc. Address: 902 Clint Moore Rd Ste 124, Boca Raton, FL, 33487, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Officer - Secretary Investment Related: No Start Date: 08/04/2014 Hours per month devoted to this business: 15 Hours per month devoted to this business during trading hours: 15 Description of duties: I am the Office Manager for Williams Financial Services (2)Name of Business: Williams Financial Services, Inc. Address: 902 Clint Moore Rd Ste 124, Boca Raton, FL, 33487, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Secretary Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare corporate minutes for annual meeting and any special meetings as needed.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-12

Other Names

• Leah Ronnell Jablonowski
• Leah Ronnell Van Welie
• Leah Ronnell Vanwelie