Deron T. Mccoy
AXXCESS WEALTH MANAGEMENT | Chief Investment Officer
Pacific Palisades, CA
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CRD#: 2641428
Professional summary
Deron T Mccoy, CFP®, who also goes by Deron Talmadge Mccoy, is a registered financial advisor currently at AXXCESS WEALTH MANAGEMENT, LLC located in Pacific Palisades, California.
Deron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Deron has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Deron McCoy, CFA® , CFP® , CAIA® , AIF® is the Chief Investment Officer at SEIA and has served on the firm’s Investment Committee since 2001. As managing director of SEIA’s Department of Investment Management & Economic Strategy (DIMES), Mr. McCoy has duties that are varied and include acting as Head Portfolio Manager on the firm’s discretionary accounts as well as leading the research team in developing the global macro strategy, ultimately incorporated into the firm’s investment models and asset allocation strategies. Mr. McCoy also coordinates the investment due diligence and manages search processes.<#CR#><#CR#>Mr. McCoy received his Bachelors of Science degree in Mathematics-Applied Science with a Specialization in Economics and Business Management from the University of California, Los Angeles in 1995. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner under the Certified Financial Planner Board of Standards, Inc. since 1998, and has held the Chartered Financial Analyst® designation issued by the CFA Institute in 2002, thereby making Mr. McCoy one of only 940 active CFA® charterholders to hold both the CFA® and CFP® designations. He also has held the Chartered Alternative Investment Analyst (CAIA® ) designation since 2009 and has been an Accredited Investment Fiduciary® (AIF® ) as of 2011.<#CR#><#CR#>Mr. McCoy currently resides in Pacific Palisades, California with his wife and two children.
Question & Answer
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Deron Talmadge Mccoy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) SEIA LLC POSITION: CIO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 1/1/2004 ADDRESS: 2121 Avenue of the Stars, Suite 1600, Los Angeles CA 90067, United States DESCRIPTION: RIA sales & service (2) Investate Wealth Management; Doing Business As ("DBA") name for investment advisory activities conducted through Axxccess Wealth; Investment Advisor Representative; Full-time position; Start 03/07/2024
CRS (Client Relationship Summary) - RIA
Click below to view Deron T Mccoy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 10, 2025 - Present
AXXCESS WEALTH MANAGEMENT, LLC
RIA
CRD#: 164081
Pacific Palisades, CA
Past
August 25, 2023 - April 17, 2024
SIGNATURE ESTATE SECURITIES, LLC
BD
CRD#: 18923
Los Angeles, CA
Past
November 2, 2018 - August 23, 2023
OSAIC WEALTH, INC.
BD
CRD#: 23131
LOS ANGELES, CA
Past
October 23, 2015 - April 17, 2024
SIGNATURE INTELLIGENT PORTFOLIOS, LLC
RIA
CRD#: 281391
LOS ANGELES, CA
Past
May 11, 2012 - April 17, 2024
SIGNATURE INVESTMENT ADVISORS, LLC
RIA
CRD#: 160715
LOS ANGELES, CA
Past
April 12, 2010 - April 17, 2024
SEIA
RIA
CRD#: 108163
LOS ANGELES, CA
Past
September 14, 2001 - May 16, 2006
SEIA
RIA
CRD#: 108163
LOS ANGELES, CA
Past
April 20, 1999 - December 31, 2002
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
LOS ANGELES, CA
Past
August 8, 1995 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
August 8, 1995 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AXXCESS WEALTH MANAGEMENT, LLC
ALTA PRIVATE WEALTH | WILLIAMSON LEGACY GROUP | VANDALIA WEALTH MANAGEMENT | THE ZANDBERGEN GROUP | SILVERSTONE PRIVATE WEALTH | SEWALSON MILAZZO FINANCIAL CONSULTING GROUP | SENTRY PACIFIC FINANCIAL GROUP | ROUTE 20 PRIVATE WEALTH | PROVIDENCE WEALTH MANAGEMENT | PATHFINDER WEALTH ADVISORS | PATHFINDER | OUTWING PRIVATE WEALTH MANAGEMENT | OSPREY CAPITAL PARTNERS LLC | OPTIMIZED WEALTH STRATEGIES | MK CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL MANAGEMENT | MADDIX WEALTH MANAGEMENT | LIFETIME WEALTH SOLUTIONS | LA WEALTH ADVISORS | JENNIFER P. EASLEY, CFP | INVESTATE WEALTH MANAGEMENT | E AND E FINANCIAL | DONAHUGH WEALTH | COLLIER SUSTAINABLE WEALTH MANAGEMENT | AXXCESS WEALTH MANAGEMENT, LLC | ASSET PRESERVATION STRATEGIES | ASCENDANT CAPITAL MANAGEMENT, LLC | AMBROSINI WEALTH
CRD#: 164081 / SEC#: 801-76763
RIA
Registered Investment Advisory firm - (6/6/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AXXCESS WEALTH MANAGEMENT, LLC
ALTA PRIVATE WEALTH | WILLIAMSON LEGACY GROUP | VANDALIA WEALTH MANAGEMENT | THE ZANDBERGEN GROUP | SILVERSTONE PRIVATE WEALTH | SEWALSON MILAZZO FINANCIAL CONSULTING GROUP | SENTRY PACIFIC FINANCIAL GROUP | ROUTE 20 PRIVATE WEALTH | PROVIDENCE WEALTH MANAGEMENT | PATHFINDER WEALTH ADVISORS | PATHFINDER | OUTWING PRIVATE WEALTH MANAGEMENT | OSPREY CAPITAL PARTNERS LLC | OPTIMIZED WEALTH STRATEGIES | MK CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL MANAGEMENT | MADDIX WEALTH MANAGEMENT | LIFETIME WEALTH SOLUTIONS | LA WEALTH ADVISORS | JENNIFER P. EASLEY, CFP | INVESTATE WEALTH MANAGEMENT | E AND E FINANCIAL | DONAHUGH WEALTH | COLLIER SUSTAINABLE WEALTH MANAGEMENT | AXXCESS WEALTH MANAGEMENT, LLC | ASSET PRESERVATION STRATEGIES | ASCENDANT CAPITAL MANAGEMENT, LLC | AMBROSINI WEALTH
CRD#: 164081 / SEC#: 801-76763
RIA
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Contact information
Main Address
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011
Mailing Address
Phone number
(858) 217-5347
Established
Firm type
Fiscal year end
# of Employees
86
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,242 |
| AUM (Assets Under Management) | $ 6,329,396,180 |
Red Flags
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Company Information
AXXCESS WEALTH MANAGEMENT, LLC
Chief Investment OfficerCRD#: 164081Pacific Palisades, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
