Matthew Daniel Mccoy

Current Employers

Employment History

• 05/2017 → 04/2019
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2017 → 04/2017
  Unemployed
  Rock Hill, SC
• 08/2016 → 12/2016
  Red Ventures
  Fort Mill, SC
• 04/2019 → 09/2021
  Lpl Financial, Llc
  Rock Hill, SC
• 01/2021 → 09/2021
  Independent Advisor Alliance, Llc
  Rock Hill, SC
• 10/2021 → 12/2024
  Facet Wealth
  Baltimore, MD
• 05/2019 → 09/2021
  Palmetto Investment Consultants, Llc
  Rock Hill, SC
• 12/2024 → Present
  Southbound Wealth Llc
  Rock Hill, SC
• 11/2025 → Present
  Newretirement Advisors Llc D/B/A Boldin Advisors
  Rock Hill, SC

Previous Registrations

• 2021-10-08 → 2024-12-10
  Facet
  Rock Hill, SC
  West Palm Beach, FL
  Fort Mill, SC
  Rock Hill, SC
• 2021-01-20 → 2021-09-13
  Independent Advisor Alliance, Llc
  Rock Hill, SC

Other Businesses

1) Matthew McCoy is registered as an investment advisor representative with Southbound Wealth LLC ("Southbound Wealth") since 12/2024, and as an investment advisor representative with NewRetirement Advisors LLC dba Boldin Advisors ("Boldin Advisors") since 11/2025. Southbound Wealth and Boldin Advisors are not affiliated entities. Mr. McCoy spends approximately 25% of his time as an investment advisor representative with Boldin Advisors, with the balance as an investment advisor representative with Modern Wealth.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-17

Designations

Other Names

• Matt Daniel Mccoy
• Matthew Mccoy