Reginald Mccoy

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 06/2022 → 08/2024
  Morgan Stanley
  Providence, RI
• 02/2022 → 05/2022
  Ivy Tech Community College
  Muncie, IN
• 08/2019 → 05/2021
  Ball State Housing And Residence Life
  Muncie, IN
• 06/2021 → 01/2022
  Unemployed
  Muncie, IN
• 03/2022 → 05/2022
  Muncie Children's Museum
  Muncie, IN
• 01/2019 → 05/2019
  Ball State Housing And Residence Life
  Muncie, IN
• 06/2019 → 02/2020
  Barnes And Noble
  Chicago, IL
• 09/2012 → 12/2018
  Unemployed
  Chicago, IL
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2018 → 05/2022
  'BAll State University
  Muncie, IN
• 10/2024 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2022-11-14 → 2024-08-29
  Morgan Stanley
  Providence, RI

Other Businesses

I*: 2575299 Entity Type: Charitable Name of OBA: The Civic Federation Address: Chicago, IL 60602 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Join Junior Board of association to expand my network Support annual events, Network, and a financial donation of $500 per year. I*: 2621258 Entity Type: Charitable Name of OBA: The People's Music School Address: Chicago, IL60640 Investment Related: No Position, Title, Association: Associate Board Member Employee Start Date: 08/01/2025 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: Network and help organize events

Exams

• S66 Uniform Combined State Law Examination
  2022-11-12

Other Names

• Reginald Mccoy