Amy L. Mccoy
Professional summary
Amy L. Mccoy MRS., who also goes by Amy Lee Eliades, Amy L. Mccoy, is a registered financial advisor currently at LINCOLN MANAGEMENT located in Carlisle, Massachusetts.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Amy has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amy L. Mccoy MRS.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
October 29, 2004 - Present
LINCOLN MANAGEMENT
Office #1: 531 Curve Street Po Box 824, Carlisle, MA 01741State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/29/2004)
Exams
Current Firm
LINCOLN MANAGEMENT
CRD#: 111403 / SEC#: 801-52546
Contact information
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 66,940,558 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/22/2025 | ||
| 12/23/2024 | ||
| 08/15/2023 | ||
| 11/22/2022 |
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.
Company Information
LINCOLN MANAGEMENT
CRD#: 111403Carlisle, MA 01741TRUST BUT VERIFY
Monitor Amy Mccoy
Get automatic monthly alerts on:
