Walter F. Mortimer
Professional summary
Walter Francis Mortimer, who also goes by Walter Mortimer, Walter F Mortiner, is a registered financial advisor currently at COQUINA PRIVATE WEALTH ADVISORS located in Summerville, South Carolina.
Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Walter has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Walter Francis Mortimer's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 3, 2025 - Present
COQUINA PRIVATE WEALTH ADVISORS
January 2, 2009 - March 31, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
March 16, 2004 - December 31, 2005
WILLIAMS FINANCIAL CONSULTANTS
February 25, 2004 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
February 18, 2004 - March 31, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
May 23, 2002 - February 18, 2004
TRIAD ADVISORS LLC
Primary Firm SEC Registration
COQUINA PRIVATE WEALTH ADVISORS
CRD#: 333615 / SEC#: 801-132012
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/27/2025)
(3/3/2025)
Exams
Current Firm
COQUINA PRIVATE WEALTH ADVISORS
CRD#: 333615 / SEC#: 801-132012
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,519 |
| AUM (Assets Under Management) | $ 417,576,947 |
Red Flags
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