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Matthew Clinton mason McCoy

CGA Securities, LLC

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About Matthew Clinton mason McCoy

Matthew McCoy is a registered representative with CGA Securities, LLC. Matthew has been in the securities industry since 2006 and is licensed to sell securities in North Carolina. Matthew's experience includes working for Wells Fargo Securities, LLC, Wells Investment Securities, Inc. and Eastdil Secured Advisors LLC. Matthew is qualified to provide investment advice and sell securities products to retail customers and institutional investors.

Firm Information

Matthew McCoy is currently registered with CGA Securities, LLC. CGA Securities, LLC is a Limited Liability Company formed on December 24, 2008. The firm is registered in Maryland, New York, North Carolina, Ohio, and Virginia. It has one approved SEC registration and five approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Matthew McCoy’s Registration & Firm History

MD

08/01/2023 - Present

CGA Securities, LLC (BALTIMORE MD)

CA

10/01/2019 - 09/26/2022

EASTDIL SECURED ADVISORS LLC (SANTA MONICA CA)

NC

06/20/2019 - 10/01/2019

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

NC

01/26/2005 - 09/29/2017

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

GA

03/17/2004 - 01/26/2005

WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)

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Licenses & Designations

BC

Issued 08/05/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Clinton mason McCoy.
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