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LV

Leah R. Van Welie

COQUINA PRIVATE WEALTH ADVISORS
PORT CHARLOTTE, FL 33948
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CRD#: 2343899
LV
Leah Ronnell Van WelieCOQUINA PRIVATE WEALTH ADVISORS

Professional summary

Leah Ronnell Van Welie, who also goes by Leah Ronnell Jablonowski, Leah Ronnell Vanwelie, is a registered financial advisor currently at COQUINA PRIVATE WEALTH ADVISORS located in Port Charlotte, Florida.

Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Leah has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Leah Ronnell Jablonowski | Leah Ronnell Vanwelie

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah Ronnell Van Welie'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®
None

Experience

Current

March 5, 2025 - Present

COQUINA PRIVATE WEALTH ADVISORS

Office #1: 18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948
RIA
CRD#: 333615
PORT CHARLOTTE, FL
Past

April 15, 2010 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Port Charlotte, FL
Past

April 15, 1996 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Port Charlotte, FL

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".
CP
COQUINA PRIVATE WEALTH ADVISORS
COQUINA PRIVATE WEALTH ADVISORS | WEALTHCORE FINANCIAL PLANNING | COQUINA PRIVATE WEALTH LLC

CRD#: 333615 / SEC#: 801-132012

RIA
Registered Investment Advisory firm - (2/26/2025 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
Florida
(3/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/12/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/12/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/2009
General Securities Principal Examination

Current Firm

CP
COQUINA PRIVATE WEALTH ADVISORS
COQUINA PRIVATE WEALTH ADVISORS | WEALTHCORE FINANCIAL PLANNING | COQUINA PRIVATE WEALTH LLC

CRD#: 333615 / SEC#: 801-132012

RIA
Registered Investment Advisory firm - (2/26/2025 Approved)
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Contact information

Main Address
18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948
Mailing Address
Phone number
(941) 206-5120
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/10/2026)

Regulatory assets under management

Total Number of Accounts1,519
AUM (Assets Under Management)$ 417,576,947

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.

Company Information

COQUINA PRIVATE WEALTH ADVISORS

CRD#: 333615Port Charlotte, FL 33948

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