Leah Van Welie has been Chief Compliance Officer of Coquina Private Wealth since December 2024, is a control person of the firm and directly owns under 5% of it.
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.
Leah Van Welie’s longest registration was 14 years at Raymond James Financial Services Advisors, Inc (2010–2025). Before joining Coquina Private Wealth in 2025, Leah Van Welie was registered through Raymond James Financial Services Advisors, Inc.
- – present · 1 yearPort Charlotte, FL · Adviser representative · Firm CRD 333615
- Raymond James Financial Services Advisors, Inc– · 14 yearsPort Charlotte, FL · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Leah Van Welie is registered as an investment adviser representative in Florida, since March 2025.
- FloridaSince 5 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 February 2010 |
| Series 24 | General Securities Principal Examination | 13 November 2009 |
| Series 7 | General Securities Representative Examination | 12 April 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Leah Ronnell Van Welie
- CRD
- 2343899
- Firm
- Coquina Private Wealth · CRD 333615
- Role
- Chief Compliance Officer
- Office
- 18501 MURDOCK CIRCLE,, SUITE 201, Port Charlotte, FL 33948
- Registration
- Investment adviser registration
- In the industry since
- April 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Leah Van Welie work?
Leah Van Welie has been Chief Compliance Officer of Coquina Private Wealth LLC since December 2024, and is a control person of the firm.
Is Leah Van Welie a financial advisor?
Yes. Leah Van Welie has a current investment-adviser registration in Florida, through Coquina Private Wealth since March 2025.
How many years of experience does Leah Van Welie have?
Leah Van Welie has 30 years in the financial industry, since April 1996, across 2 adviser firms.
What exams has Leah Van Welie passed?
Leah Van Welie has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in April 1996. FINRA credited Leah Van Welie with the SIE, which began in October 2018.
Where is Leah Van Welie based?
Leah Van Welie’s registered office is in Port Charlotte, FL.
Is Leah Van Welie registered with FINRA?
No. Leah Van Welie has no current broker registration.
How can I verify Leah Van Welie’s record?
Search CRD 2343899 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leah Van Welie’s full registration record.
