JM
CFP
JM
CFP

John Mccoy

33 Years of Experience
Palm Beach Gardens, FL
Broker

John Mccoy is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John owns rental properties in Remsenburg and New York, NY since 2019. He spends minimal time on these activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
Bear, Stearns & CO. INC.Broker
February 1996 - May 2008 · 12 yrs 3 mos
Inter-Atlantic Securities CorporationBroker
August 1994 - February 1996 · 1 yr 6 mos
Citicorp Securities, INC.Broker
December 1992 - June 1994 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Mccoy - Financial Advisor | TrueAdvisor