Scott Coy (CRD# 2441990) is an Investment Advisor Representative working at Coy Capital Management in Monroeville, PA and has over 23 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invicta Advisors, LLC | Monroeville, PA | Jun 2020 - Current | 3 |
| S.w. Coy Capital | Pittsburgh, PA | Sep 2010 - Current | 13 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Dec 2016 - Jan 2017 | < 1 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Oct 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management32MILLIONS
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Total Number of Accounts180ACCOUNTS
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Average Account Value$176,413
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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