WC
William B. Coughlin
FORTIS CAPITAL ADVISORS
Greenville, SC 29601
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CRD#: 7655909
WC
Professional summary
William Brady Coughlin, who also goes by William B Coughlin, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Greenville, South Carolina and GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. William has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William B Coughlin
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Brady Coughlin's 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®
NoneExperience
Current
January 13, 2026 - Present
FORTIS CAPITAL ADVISORS, LLC
Office #1: 201 Riverplace Suite 500, Greenville, SC 29601RIA
CRD#: 309709
Greenville, SC
Current
February 12, 2026 - Present
GREEN VISTA CAPITAL, LLC
Office #1: 222 N. Park Avenue, Winter Park, FL 32789BD
CRD#: 293630
Winter Park, FL
Past
January 31, 2024 - January 13, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
RALEIGH, NC
Past
January 1, 2024 - January 13, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
RALEIGH, NC
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".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
South Carolina(1/13/2026)
RR
South Carolina(2/12/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/29/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 Approved)PREMIUM
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Contact information
Main Address
7301 Mission Road Suite 326, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 222-8862
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,774 |
| AUM (Assets Under Management) | $ 1,212,196,068 |
Red Flags
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Company Information
FORTIS CAPITAL ADVISORS, LLC
CRD#: 309709Greenville, SC 29601TRUST BUT VERIFY
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