Silvia Mccoll Wealth Management, LLC
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About this Advisor
William Mccoll is a certified financial planner who is based in San Diego, California. Currently an investment advisor with Silvia Mccoll Wealth Management, LLC, they have gathered 10 years of experience as a registered advisor. Mccoll maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Mccoll is registered to serve customers in California and Texas. Throughout their career, they have worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Inc, Morgan Stanley Private Bank, National Association, M. S. Howells & Co and Silvia Mccoll Wealth Management LLC. Silvia Mccoll Wealth Management, LLC is located in San Diego, California. In aggregate, Silvia Mccoll Wealth Management, LLC manages $141 million in assets throughout 221 accounts and retains two staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Silvia Mccoll Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Silvia Mccoll Wealth Management, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Mccoll Work History
William has 10 years of experience.
M. S. Howells & Co
Silvia Mccoll Wealth Management LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
William Mccoll has disclosures.
Please visit their SEC profile for more details.