Patrick Brookman Mccoy

Employer firm

Main Street Financial Advisory LLC CRD 308095

$35.9M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Main Street Financial Advisory Llc

291 Main Street, West Newbury, MA 01985 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2022-04-06
MA	RA	APPROVED	2020-05-28

NH RA
APPROVED

Since 2022-04-06
MA RA
APPROVED

Since 2020-05-28

Branch Locations

291 Main Street, West Newbury, MA 01985 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lowell, Blake & Associates, Inc.	Boston	MA	03/2000	11/2016
The Financial Advisors	Andover	MA	01/2017	02/2020
Main Street Financial Advisory, Llc	West Newbury	MA	02/2020	Present

03/2000 → 11/2016

Lowell, Blake & Associates, Inc.

Boston, MA
01/2017 → 02/2020

The Financial Advisors

Andover, MA
02/2020 → Present

Main Street Financial Advisory, Llc

West Newbury, MA

Previous Registrations

2017-01-18 → 2020-02-25

The Financial Advisors, Llc

Andover, MA
2001-01-01 → 2016-11-04

Lowell Blake & Associates Inc.

Boston, MA

Other Businesses

Integrum, LLC - not investment related - Andover, MA - Osseointegration prostheses - Implant System Ambassador - 02/2024 - 2 - 0 - answer questions for candidates of implant procedures and represent Integrum with the public.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-10-13

S65 Uniform Investment Adviser Law Examination

2000-10-13

Other Names

Patrick B Mccoy

View on SEC IAPD