Ronald L. Mccoy
Professional summary
Ronald Lee Mccoy, who also goes by Ron Mccoy, Ronald Mccoy, is a registered financial advisor currently at FREEDOM CAPITAL ADVISORS INC located in Clermont, Florida.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Ronald has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Lee Mccoy's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2012 - Present
FREEDOM CAPITAL ADVISORS INC
April 9, 2009 - June 28, 2012
BROKERSXPRESS LLC
March 23, 2009 - June 28, 2012
BROKERSXPRESS LLC
October 16, 2006 - April 3, 2009
GUNNALLEN FINANCIAL, INC
April 25, 2002 - April 3, 2009
GUNNALLEN FINANCIAL, INC
May 30, 1997 - April 25, 2002
FIRST MONTAUK SECURITIES CORP.
June 6, 1992 - July 23, 1992
ALLEGIANCE SECURITIES CORPORATION
October 28, 1991 - November 19, 1991
CHELSEA STREET SECURITIES, INC.
October 12, 1990 - November 1, 1991
BILTMORE SECURITIES, INC.
January 21, 1987 - 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
(10/5/2016)
(5/15/2012)
(10/17/2025)
(3/21/2022)
(5/29/2012)
(9/30/2016)
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
