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Stephen Gerard Cook

Coquina Private Wealth Advisors

Port Charlotte, FL

Boca Raton, FL

CRD 835712

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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:

Current Employers
Coquina Private Wealth Advisors

18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-03
FL RA APPROVED 2025-03-06
  • TX RA
    APPROVED
    Since 2025-04-03
  • FL RA
    APPROVED
    Since 2025-03-06

Branch Locations

18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948 • United States

902 Clint Moore Rd Suite 124, Boca Raton, FL 33487 • 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
Raymond James Financial Services, Inc. Boca Raton FL 10/1990 03/2025
Williams Financial Services, Inc. Coral Springs FL 08/2014 12/2018
Coquina Private Wealth Advisors Port Charlotte FL 03/2025 Present
Raymond James Financial Services Advisors, Inc. Boca Raton FL 01/2009 03/2025
Previous Registrations
  • 2009-03-31 → 2025-03-31
    Raymond James Financial Services Advisors, Inc
    Coral Springs, FL
    Coral Springs, FL
    Boca Raton, FL
  • 1991-01-17 → 2009-10-10
    Raymond James Financial Services, Inc.
    Coral Springs, FL
    Port Charlotte, FL
    Delray Beach, FL
    Boca Raton, FL
    Delray Beach, FL
  • 2004-04-28 → 2005-12-31
    Williams Financial Consultants
    Coral Springs, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1979-09-27
  • S63 Uniform Securities Agent State Law Examination
    1979-09-27
Other Names
  • Stephen G Cook

View on SEC IAPD

Nearby Firms

AMERIGO ASSET MANAGEMENT CORPORATION
CETERA INVESTMENT ADVISERS LLC
IDEAL RETIREMENT SOLUTIONS

Nearby Investors

TRENT TREMAYNE HUGHES
STEVEN LYNN BURKS
ROBERT ALLEN DUNCAN

Nearby Offices

AMERIGO ASSET MANAGEMENT CORPORATION · PORT CHARLOTTE, FL
CETERA INVESTMENT ADVISERS LLC · Port Charlotte, FL
IDEAL RETIREMENT SOLUTIONS · PORT CHARLOTTE, FL

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