Deron McCoy, financial advisor Los Angeles CA

Deron McCoy

CRD Number: 2641428
Current Firm: Seia

Deron McCoy (CRD# 2641428) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 28 years of experience in the finance industry. Deron McCoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ses Inc. Los Angeles, CA Aug 2023 - Current < 1
Sip LLC Los Angeles, CA Oct 2015 - Current 8
Sia LLC Los Angeles, CA Apr 2012 - Current 11
Seia LLC Los Angeles, CA Jan 2004 - Current 20
Royal Alliance Associates, Inc. Los Angeles, CA Nov 2018 - Aug 2023 4
Signator Investors, Inc. Boston, MA Jun 1995 - Nov 2018 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Deron T. McCoy
Phone Number: 310-712-2323
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    14,212
    MILLIONS
  • Total Number of Accounts
    18,483
    ACCOUNTS
  • Average Account Value
    $768,896
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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