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Blake Mccoy

8 Years of Experience
Las Vegas, NV
3 DisclosuresBroker

Blake Mccoy is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Las Vegas, NV, with 8 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7005 N Durango Dr, Las Vegas, NV, 89149

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Denied
Customer Dispute
October 2023
Denied
Criminal
August 2021
Final Disposition
Other Business Activities

Blake is a board member at large for the UNLV MBA Student Board, a not-for-profit organization. He spends minimal time each month organizing events for students and alumni.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
August 2024 - February 2026 · 1 yr 6 mos
U.S. Bancorp Investments, INC.Broker
October 2019 - February 2026 · 6 yrs 4 mos
U.S. Bancorp Investments, INC.
October 2019 - August 2024 · 4 yrs 10 mos
Fifth Third Securities, INC.
August 2018 - September 2019 · 1 yr 1 mo
Fifth Third Securities, INC.Broker
March 2018 - September 2019 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - April 2017 · 4 mos
State Registrations16 states
AZCACOFLIDKYMNMTNMNVOHORTNUTWAWY
AdvisorBrokerBoth

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.

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