Capitol Securities Management
47yrs
Top advisor by experience in Tampa
28yrs
William Cocozza is a fiduciary financial advisor in Tampa, Florida, with 28 years in the industry. William joined Fisher Investments in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and performance-based fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 2% by experience at Fisher Investments
Office3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFisher InvestmentsCurrent firm
Contact William
3109 W Dr. Martin Luther King Blvd Suite 600Tampa, FL 33607Office · Get directions Firm main line(800) 851-8845Headquarters: Fisher Investments · Plano, TX
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Fisher Investments at (800) 851-8845 and ask for William Cocozza. William works from the Tampa, FL office.
How long has William been a financial advisor?
William has been in the industry since 1998, about 28 years. Top 2% by experience at Fisher Investments.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa