Joshua Mccoy
Joshua Mccoy is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jersey City, NJ, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
200 Hudson St, Jersey City, NJ, 07311
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2018Judgment / Lien
February 2016Other Business Activities
Joshua works part-time for UberTechnologies Inc, driving passengers, dedicating about a quarter of his time. He also works part-time in warehouse tasks for United Postal SVC, dedicating about a quarter of his time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Salomon Smith Barney INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.