John Smith Mccoy

Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 06/2018
  Lpl Financial Llc
  Annapolis, MD
• 06/2018 → 10/2021
  Old Dominion Capital Management
  Charlottesville, VA
• 10/2021 → Present
  Dixon, Hubard, Feinour & Brown, Inc.
  Roanoke, VA
• 07/2022 → Present
  Cary Street Partners Investment Advisory Llc
  Richmond, VA

Previous Registrations

• 2021-10-08 → 2022-08-29
  Dixon, Hubard, Feinour & Brown, Inc.
  Richmond, VA
  Charlottesville, VA
• 2018-07-03 → 2021-10-08
  Old Dominion Capital Management Inc.
  Arlington, VA
  Charlottesville, VA
• 2015-08-28 → 2018-07-03
  Lpl Financial Llc
  Annapolis, MD
  Frederick, MD
  Annapolis, MD
• 2013-05-16 → 2015-04-29
  Tiaa-Cref Individual & Institutional Services, Llc
  Washington, DC
  Annapolis, MD
• 2011-09-06 → 2013-03-05
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Mclean, VA
  Charlotte, NC
  Bethesda, MD
• 2010-12-22 → 2011-04-27
  Pnc Wealth Management Llc
  Philadelphia, PA
• 2005-02-24 → 2005-09-19
  Truist Investment Services, Inc.
  Washington, DC

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-11-10
• S66 Uniform Combined State Law Examination
  2005-02-23

Designations

• Certified Financial Planner

Other Names

• Judd Mccoy
• John Smith Mccoy
• John Smith Mccoy
• John Smith Mccoy