Joshua Mccoy

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2018 → 08/2019
  Axa Advisors-Beaux Delattre Office
  Washington, PA
• 08/2015 → 05/2019
  Slippery Rock University
  Slippery Rock, PA
• 06/2019 → 08/2019
  Axa Advisors, Llc
  New York, NY
• 08/2016 → 05/2019
  Slippery Rock Office For Inclusive Excellence
  Slippery Rock, PA
• 05/2016 → 05/2018
  Subway
  East Liverpool, OH
• 08/2019 → 12/2021
  Massmutual Life Insurance
  Pittsburgh, PA
• 08/2019 → 12/2021
  Mml Investors Services, Llc
  Pittsburgh, PA
• 12/2021 → 05/2022
  Cadaret Grant & Co., Inc.
  Syracuse, NY
• 05/2022 → Present
  Pnc Wealth Management
  Cleveland, OH

Previous Registrations

• 2022-02-14 → 2022-06-03
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Syracuse, NY
• 2019-09-18 → 2021-12-31
  Mml Investors Services, Llc
  Pittsburgh, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-09-09

Other Names

• Joshua Scott Mccoy