Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McCoy is a registered investment advisor representative with Blackrock Investment Management, LLC. Brian has been in the securities industry since 2016 and holds the Series 66, Series 7, and SIE exams. Brian's previous experience includes working at Morgan Stanley in Newtown, Pennsylvania. Brian is registered in 53 states and is active in both broker-dealer and investment advisor roles. Brian specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Brian also provides selection of other advisors services to clients. In addition to Blackrock Investment Management, LLC, Brian also has an ownership interest in E Thompson Street LLC, which holds a rental property. Brian is also a server at a hospitality/restaurant business called Elias J Cecil Gray MBR in Philadelphia, Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
02/07/2018 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
PA
09/17/2012 - 09/05/2013
MORGAN STANLEY (NEWTOWN PA)
BOTH
Issued 04/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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