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Christopher Ellis Mccoy

Christopher E. Mccoy

MADISON PARTNERS | Financial Consultant
Pittsburgh, PA
Some features on this profile are disabled
CRD#: 4980403
Christopher Ellis Mccoy

Professional summary

Christopher Ellis Mccoy, CFP®, who also goes by Chris Ellis Mccoy, Chris Mccoy, Christopher Ellis Mccoy, Christopher Mccoy, is a registered financial advisor currently at MADISON PARTNERS located in Pittsburgh, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 55 exams.

Biography

I help my clients by bringing a wealth of knowledge that includes in-depth understanding of financial markets as well as holistic financial planning. By bringing these two disciplines together I help clients navigate markets and build financial plans with the intent of working towards their unique needs.

Question & Answer

What are your service offerings?
Tax Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Long-term Care
Employee and Employer Plan Ben...
Retirement Planning
Education Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Chris Ellis Mccoy | Chris Mccoy | Christopher Ellis Mccoy | Christopher 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ellis Mccoy's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2017

Education

Boston College

Bachelor of Arts (BA) - Finance

2005

Experience

Current

May 20, 2026 - Present

MADISON PARTNERS

RIA
CRD#: 305824
Pittsburgh, PA
Past

March 31, 2025 - May 8, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
CRANBERRY TWP, PA
Past

May 6, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CRANBERRY TOWNSHIP, PA
Past

May 1, 2020 - May 8, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
CRANBERRY TOWNSHIP, PA
Past

August 31, 2017 - May 5, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PITTSBURGH, PA
Past

August 31, 2017 - May 5, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PITTSBURGH, PA
Past

July 21, 2014 - August 28, 2017

HEFREN-TILLOTSON, INC.

RIA
CRD#: 53
PITTSBURGH, PA
Past

April 28, 2014 - August 28, 2017

HEFREN-TILLOTSON, INC.

BD
CRD#: 53
PITTSBURGH, PA
Past

February 21, 2014 - April 17, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
SEWICKLEY, PA
Past

July 20, 2005 - January 4, 2010

TRILLIUM BROKERAGE SERVICES, LLC

BD
CRD#: 120064
NEW YORK, NY

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".
MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 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
Pennsylvania
(5/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/19/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 8/17/2005
Limited Representative-Equity Trader Exam

Current Firm

MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 Approved)
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Contact information

Main Address
1502 W Broadway Suite 301, Madison, WI 53713
Mailing Address
Phone number
(608) 210-1021
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts6,213
AUM (Assets Under Management)$ 1,303,110,029

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

MADISON PARTNERS

Financial ConsultantCRD#: 305824Pittsburgh, PA

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