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TA

Tyler J. Amendola

COQUINA PRIVATE WEALTH ADVISORS
PORT CHARLOTTE, FL 33948
Some features on this profile are disabled
CRD#: 7346069
TA
Tyler James AmendolaCOQUINA PRIVATE WEALTH ADVISORS

Professional summary

Tyler James Amendola, who also goes by Tyler Amendola, is a registered financial advisor currently at COQUINA PRIVATE WEALTH ADVISORS located in Port Charlotte, Florida.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Tyler has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Tyler Amendola

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 Tyler James Amendola'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

February 24, 2026 - Present

COQUINA PRIVATE WEALTH ADVISORS

Office #1: 18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948
RIA
CRD#: 333615
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
(2/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/30/2025
Securities Industry Essentials 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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