1. Wealthminder
  2. Montchanin, DE
  3. Claim this page
  1. Claim this page
Douglas McCoy, financial advisor Montchanin DE

Douglas McCoy

CRD Number: 4450939
Current Firm: Montchanin Asset Management, LLC

Douglas McCoy (CRD# 4450939) is an Investment Advisor Representative working at Montchanin Asset Management, LLC in Montchanin, DE and has over 7 years of experience in the finance industry.

Similar Advisors
Ryan Adams, financial advisor Montchanin DE
Ryan M. Adams
CRD# 4815850
Vanguard Advisers, Inc.
Similar Advisors
James Adamus, financial advisor Montchanin DE
James M. Adamus
CRD# 6416780
Vanguard Advisers, Inc.
Similar Advisors
Kent Addis, financial advisor Montchanin DE
Kent R. Addis
CRD# 2060842
Addis & Hill, Incorporated
Company Name Location Dates Years
Bell Rock Capital, LLC Montchanin, DE Mar 2017 - Current 7
Montchanin Asset Management, LLC Montchanin, DE Sep 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Douglas C. McCoy
10 West Rockland Road, Montchanin, DE 19710
Phone Number: 302-652-3101
Firm Website: https://www.montchaninasset.com
Registered State(s):
  • PA
Is this advisor you? Unlock this free profile to update your info and see who's viewing your profile.
Current Firm Details
Montchanin Asset Management, LLC
Firm's CRD Number: 304367
10 West Rockland Road, Montchanin, DE 19710
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $1,034,948
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.