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Caitlyn Maurea Mccoy

Cary Street Partners

Richmond, VA

Tampa, FL

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-17
  • TX RA
    APPROVED
    Since 2025-10-17

Branch Locations

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Fisher Investments Tampa FL 10/2014 10/2025
University Of Colorado Boulder Boulder CO 08/2020 05/2024
Marvin Ridge High School Waxhaw NC 08/2016 06/2020
Cary Street Partners Investment Advisory Llc Tampa FL 10/2025 Present
  • 10/2014 → 10/2025
    Fisher Investments
    Tampa, FL
  • 08/2020 → 05/2024
    University Of Colorado Boulder
    Boulder, CO
  • 08/2016 → 06/2020
    Marvin Ridge High School
    Waxhaw, NC
  • 10/2025 → Present
    Cary Street Partners Investment Advisory Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-25
  • S65 Uniform Investment Adviser Law Examination
    2025-03-25
Other Names
  • Caitlyn Mccoy

View on SEC IAPD

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Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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