Joshua Kacean 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

• 11/2015 → Present
  Bank Of America, N.A.
  Jersey City, NJ
• 11/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jersey City, NJ

Previous Registrations

• 2013-11-25 → 2015-11-30
  Morgan Stanley
  Little Falls, NJ

Other Businesses

I*90405FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: UBERTECHNOLOGIES INCINVESTMENT RELATED: NADDRESS OF BUSINESS:SOMERS POINT, NEW JERSEY 8244NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 2/9/2016NUMBER OF HOURS DEVOTED: 60 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: SHORT TERM / PART TIME EMPLOYMENT - DRIVE PASSENGERS TO VARIOUS DESTINATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-22