William Macallister Coxe
Investment adviser representative at Greenwood Capital Associates, LLC
18 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Greenwood Capital Associates, LLCDec 2017 to now
- Wcm Global Wealth LLCNov 2016 to Oct 2017
- University of South CarolinaJun 2008 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
Greenwood Capital Associates, LLC
$1.8BAssets managed
731Clients
16Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2620753
- Firm CRD
- 115015