Moira Amado-Mccoy, financial advisor San Francisco CA

Moira Amado-Mccoy

CRD Number: 6447430
Current Firm: Robertson Stephens Wealth Management, LLC

Moira Amado-Mccoy (CRD# 6447430) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Robertson Stephens Capital Markets, LLC San Francisco, CA Nov 2021 - Current 2
Robertson Stephens Wealth Management, LLC San Francisco, CA Nov 2021 - Current 2
Edward Jones St. Louis, MO Feb 2015 - Nov 2021 6
Unemployed Albuquerque, NM Jan 2014 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Moira K. Amado-Mccoy
Phone Number: 415-500-6810
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,694
    MILLIONS
  • Total Number of Accounts
    3,277
    ACCOUNTS
  • Average Account Value
    $1,127,260
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY

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