Deron
Mccoy

Seia

CRD#2641428
Investment Advisor
in Los Angeles, CA
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About this Advisor

Deron Mccoy is a certified financial planner and chartered financial analyst in Los Angeles, California. Currently an investment advisor with Seia, Mccoy has a notable 23 years of professional experience as a financial advisor. Mccoy holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mccoy can advise investors in California and Texas. Their career trajectory has included roles at Signature Investment Advisors, LLC, Signator Investors, Inc, Signature Estate & Investment Advisors, Royal Alliance Associates, Inc and Signature Intelligent Portfolios, LLC. Seia is headquartered in Los Angeles, California, and has six additional offices in the United States. As an advisor firm, Seia oversees $6 billion in assets dispersed across 10,210 accounts and retains more than 85 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 1,512 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Seia offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2121 Avenue Of The Stars Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$5,826,012,490

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

85

CA Average: 43
Total Number of Accounts

10,210

CA Average: 3,727
Average Account Size

$570,618

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Deron Mccoy Work History

Deron has 23 years of experience.

2018 - Present (1 years)

Royal Alliance Associates, Inc

2015 - Present (4 years)

Signature Intelligent Portfolios, LLC

2012 - Present (7 years)

Signature Investment Advisors, LLC

2001 - Present (18 years)

Signature Estate & Investment Advisors

1995 - Present (24 years)

Signator Investors, Inc

Disclosures

Deron Mccoy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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