Matthew
Mccoy
Facet
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About this Advisor
Matthew Mccoy is a certified financial planner who works in Rock Hill, South Carolina with a total of 2 years of industry experience. Mccoy currently works for Facet. During their career, the advisor has held roles at The Vanguard Group, Inc, Red Ventures, Mccoy Machinery, Lpl Financial, LLC, Independent Advisor Alliance, LLC, Facet Wealth and Palmetto Investment Consultants, LLC. Mccoy holds a Series 63 license, certifying them as a securities broker, and is registered to work in South Carolina and Texas. Facet is an advisory business operating out of Baltimore, MD. It handles $2 billion in assets under management across its 18,571 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 18,571 accounts, just 7% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services are offered. However, fees billed by Facet typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$1,654,740,781
275
18,571
$89,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Mccoy Work History
Matthew has been registered as a financial advisor for 2 years.*
Facet Wealth
Independent Advisor Alliance, LLC
Lpl Financial, LLC
Palmetto Investment Consultants, LLC
The Vanguard Group, Inc
Red Ventures
Mccoy Machinery
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Mccoy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Facet
Baltimore, MD
Rock Hill, SC
Baltimore, MD
Baltimore, MD
Lafayette, CO
Enterprise, UT
Baltimore, MD
Wrightsville Beach, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
