AdFi
TJ

Thomas James Coy

Investment Adviser Representative at WELA FINANCIAL ADVISORY

San Antonio, TXCRD #6328608Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Thomas James Coy has worked in the securities industry since 2020. They have passed the Series 65 examination. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/20/2018
SIE
Securities Industry Essentials Examination
Passed 7/18/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Account minimum: $300,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

WELA Financial Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WELA FINANCIAL ADVISORYCurrent
7/3/2025San Antonio, TX
VICTORY CAPITAL MANAGEMENT INC.
6/9/20257/16/2025San Antonio, TX
ALLIANCEBERNSTEIN L.P.
7/19/201910/27/2023San Antonio, TX
G. H. WEALTH MANAGEMENT, LLC
2/20/20185/29/2018San Antono, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WELA FINANCIAL ADVISORY

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View WELA FINANCIAL ADVISORY firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas James Coy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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