Matthew
Mccoy

Facet

CRD#6779975
Investment Advisor
in Baltimore, MD

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About this Advisor

Matthew Mccoy is a financial advisor based in Baltimore, Maryland, working with Facet. Matthew has previously held positions at The Vanguard Group, Inc, Red Ventures, Mccoy Machinery, Lpl Financial, LLC, Independent Advisor Alliance, LLC, Facet Wealth, and Palmetto Investment Consultants, LLC. Matthew has passed the Series 63 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Matthew is part of Facet, which operates out of Baltimore, Maryland. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

100 International Drive 23Rd Floor
Baltimore, MD 21202

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Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

MD Average: $6,889,882,315
Total Number of Employees

234

MD Average: 45
Total Number of Accounts

24,977

MD Average: 765
Average Account Size

$101,880

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Mccoy Work History

2021 - Present (3 years)

Facet Wealth

2021 - 2021 (< 1 year)

Independent Advisor Alliance, LLC

2019 - 2021 (2 years)

Lpl Financial, LLC

2019 - 2021 (2 years)

Palmetto Investment Consultants, LLC

2017 - 2019 (2 years)

The Vanguard Group, Inc

2016 - 2016 (< 1 year)

Red Ventures

2013 - 2016 (3 years)

Mccoy Machinery

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

Ashley Morris
Moseley, VA
Sammie Guajardo
Baltimore, MD
Robert Dillon
Baltimore, MD
Harrison Maizels
Brooklyn, NY
Jordan Gilberti
Baltimore, MD
Chase Grundy
Baltimore, MD
Matthew Farrell
Baltimore, MD
Edward Jurgielewicz
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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