William G. Mccoll

SILVIA MCCOLL WEALTH MANAGEMENT

SAN DIEGO, CA 92101

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CRD#: 1930495

Professional summary

William Gregory Mccoll, CFP®, who also goes by Bill Mccoll, is a registered financial advisor currently at SILVIA MCCOLL WEALTH MANAGEMENT, LLC located in San Diego, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. William has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Mccoll

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gregory Mccoll's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

June 4, 2018 - Present

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

Office #1: 600 W Broadway Suite 700, San Diego, CA 92101

RIA

CRD#: 295339

SAN DIEGO, CA

Past

June 2, 2018 - May 27, 2022

M. S. HOWELLS & CO.

CRD#: 104100

SAN DIEGO, CA

Past

June 1, 2009 - June 4, 2018

MORGAN STANLEY

RIA

CRD#: 149777

SAN DIEGO, CA

Past

June 1, 2009 - June 4, 2018

MORGAN STANLEY

CRD#: 149777

SAN DIEGO, CA

Past

August 29, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SAN DIEGO, CA

Past

August 29, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

SAN DIEGO, CA

Past

July 8, 1997 - September 16, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN DIEGO, CA

Past

January 28, 1995 - September 16, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN DIEGO, CA

Past

March 21, 1989 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

SILVIA MCCOLL WEALTH MANAGEMENT LLC | SILVIA MCCOLL WEALTH MANAGEMENT, LLC

CRD#: 295339 / SEC#: 801-113331

RIA

Registered Investment Advisory firm - (6/1/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/4/2018)

IAR

Texas
(10/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/9/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/5/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/1989

General Securities Representative Examination

Current Firm

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

SILVIA MCCOLL WEALTH MANAGEMENT LLC | SILVIA MCCOLL WEALTH MANAGEMENT, LLC

CRD#: 295339 / SEC#: 801-113331

RIA

Registered Investment Advisory firm - (6/1/2018 Approved)

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Contact information

Main Address

600 W Broadway Suite 700, San Diego, CA 92101

Mailing Address

Phone number

(619) 637-9920

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SILVIA MCCOLL WEALTH MANAGEMENT ADV PART 2A 09.15.2025 (9/15/2025)

Regulatory assets under management

Total Number of Accounts	363
AUM (Assets Under Management)	$ 258,302,731

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William G. Mccoll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gregory Mccoll's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/1992

Series 63

Date: 5/5/1989

SIE

Date: 10/1/2018

Series 7

Date: 3/18/1989

Current Firm

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

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