Troy Lennox is a registered investment advisor, based in Berlin, MD, with 34 years of industry experience.
Location
10441 Racetrack Rd, Unit #1, Berlin, MD, 21811
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy is an independent insurance agent for various companies since 2011, dedicating minimal time to fixed products. He also owns Coastal Wealth Management, LLC since 2012, dedicating full-time hours, and works as an advisory representative for CIRA since 2009, also dedicating full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Capitol Securities Management, INC.Broker
Fahnestock & CO., INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations26 states
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