Dave M. Mccoy
Professional summary
Dave Myron Mccoy, who also goes by Dave Myron Jmccoy, David Myron Mccoy, is a registered financial advisor currently at FREEDOM CAPITAL ADVISORS INC located in Franklin, North Carolina.
Dave is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Dave has worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dave Myron Mccoy's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 2026 - Present
FREEDOM CAPITAL ADVISORS INC
November 19, 2025 - November 24, 2025
FREEDOM CAPITAL ADVISORS INC
October 14, 2015 - March 3, 2024
FREEDOM CAPITAL ADVISORS INC
August 13, 2008 - April 6, 2011
BROOKSTONE SECURITIES, INC.
January 1, 2006 - September 4, 2008
NATIONAL SECURITIES CORPORATION
March 18, 2002 - July 20, 2005
GUNNALLEN FINANCIAL, INC
August 21, 1992 - March 25, 2002
FIRST MONTAUK SECURITIES CORP.
October 28, 1991 - September 23, 1992
CHELSEA STREET SECURITIES, INC.
October 12, 1990 - November 1, 1991
BILTMORE SECURITIES, INC.
July 23, 1985 - October 15, 1990
THE STUART-JAMES COMPANY, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/9/2026)
Exams
Current Firm
FREEDOM CAPITAL ADVISORS INC
CRD#: 161355 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 42,000,000 |
Red Flags
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