William
Mccoll

Silvia Mccoll Wealth Management, LLC

CRD#1930495
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

402 W. Broadway Suite 2100
San Diego, CA 92101

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Silvia Mccoll Wealth Management, LLC Brokerage Details

Total Assets Under Management

$140,762,670

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

221

CA Average: 3,727
Average Account Size

$636,935

CA Average: $2,033,427

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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.

2018 - Present (1 years)

M. S. Howells & Co

2018 - Present (1 years)

Silvia Mccoll Wealth Management LLC

2015 - 2018 (3 years)

Morgan Stanley Private Bank, National Association

2009 - 2018 (9 years)

Morgan Stanley Smith Barney

2008 - 2009 (1 years)

Morgan Stanley & Co. Inc

Disclosures

William Mccoll has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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