Laura Amendola has been Chief Executive Officer of Coquina Private Wealth since July 2021, is a control person of the firm and directly owns between 50% and 75% of it. Laura Amendola holds a Degree in finance from Florida State University.
Coquina Private Wealth LLC is a Port Charlotte, FL firm with $418M under management, 1,519 clients and 8 advisers across 5 offices, as of its February 2026 filing.
Laura Amendola is Principal, CEO of Coquina Private Wealth Advisors and a Private Wealth Manager. As a founder of Coquina, she focuses on sophisticated strategies and investment plans for clients and is trained as a Co-Active coach. She has specialized knowledge in serving widows and multi-generational families.
Laura Amendola’s longest registration was 16 years at Raymond James Financial Services Advisors, Inc (2009–2025). Before joining Coquina Private Wealth in 2025, Laura Amendola was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · 1 yearPort Charlotte, FL · Adviser representative · Firm CRD 333615
- Raymond James Financial Services Advisors, Inc– · 16 yearsBoca Raton, FL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 5 yearsBoca Raton, FL · Adviser representative · Firm CRD 6694
- Raymond James & Associates, Inc.– · 6 yearsPort Charlotte, FL · Adviser representative · Firm CRD 705
Professional designations
Listed by Coquina Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Laura Amendola is registered as an investment adviser representative in 2 states. The first approvals date from March 2025; the most recent is Texas, in April 2025.
- FloridaSince 17 March 2025
- TexasSince 4 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 9 April 2001 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 March 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1994 |
| Series 7 | General Securities Representative Examination | 19 July 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Laura Louise Amendola
- CRD
- 2499428
- Firm
- Coquina Private Wealth · CRD 333615
- Role
- Chief Executive Officer
- Office
- 18501 MURDOCK CIRCLE,, SUITE 201, Port Charlotte, FL 33948
- Registration
- Investment adviser registration
- In the industry since
- October 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coquinaprivatewealth.com
Where does Laura Amendola work?
Laura Amendola has been Chief Executive Officer of Coquina Private Wealth LLC since July 2021, and is a control person of the firm.
Is Laura Amendola a financial advisor?
Yes. Laura Amendola has a current investment-adviser registration in Florida and Texas, through Coquina Private Wealth since March 2025.
How many years of experience does Laura Amendola have?
Laura Amendola has 32 years in the financial industry, since October 1994, across 4 adviser firms.
What exams has Laura Amendola passed?
Laura Amendola has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 10 and Series 9. The earliest, the Series 7, was passed in July 1994. FINRA credited Laura Amendola with the SIE, which began in October 2018.
Where did Laura Amendola work before Coquina Private Wealth?
Before Coquina Private Wealth, Laura Amendola was registered through Raymond James Financial Services, February 2004 to October 2009; Raymond James & Associates, Inc., September 1997 to January 2004.
Where is Laura Amendola based?
Laura Amendola’s registered office is in Port Charlotte, FL.
Is Laura Amendola registered with FINRA?
No. Laura Amendola has no current broker registration.
Is Laura Amendola a CFP?
Coquina Private Wealth lists Laura Amendola with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Laura Amendola’s record?
Search CRD 2499428 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laura Amendola’s full registration record.