Cary Street Partners

Investment Advisor
in Arlington, VA

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About this Advisor

John Mccoy is a certified financial planner working in Arlington, Virginia with 1 year of industry experience. Mccoy is an advisor for Cary Street Partners. During their career, the advisor has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lpl Financial LLC, Old Dominion Capital Management, Dixon, Hubard, Feinour & Brown, Inc and Cary Street Partners Investment Advisory LLC. Mccoy maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in New Jersey, North Carolina, Texas and Virginia. Cary Street Partners is a business that has its headquarters in Richmond, VA. It has offices in 14 locations and a total of 134 employees. It has $6 billion in total assets among its 11,387 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 50 charities and foundations. Of its 11,387 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on the financial services provided. However, fee types charged by Cary Street Partners may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations


Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

901 N. Stuart Street Suite 808
Arlington, VA 22203

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Cary Street Partners Brokerage Details

Total Assets Under Management


VA Average: $1,835,309,194
Total Number of Employees


VA Average: 32
Total Number of Accounts


VA Average: 1,458
Average Account Size


VA Average: $1,258,785

Investment Advisory Services

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

John Mccoy Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Cary Street Partners Investment Advisory LLC

2021 - Present (2 years)

Dixon, Hubard, Feinour & Brown, Inc

2018 - 2021 (3 years)

Old Dominion Capital Management

2015 - 2018 (3 years)

Lpl Financial LLC

2013 - 2015 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2015 (2 years)


*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.


Please visit the SEC profile of John 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 Cary Street Partners

Paula Megan
Glen Allen, VA
James Hall
Roanoke, VA
John Mccoy
Arlington, VA
Mark Smith
Richmond, VA
Alan Reef
Summit, NJ
Robert Martin
Roanoke, VA
Buffy Mangus
Roanoke, VA
John Hubard
Roanoke, VA

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

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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.

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