Christopher Ellis Mccoy
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Estate Planning
- Comprehensive Financial Planning
- Insurance Planning
- Long-term Care
- Employee and Employer Plan Benefits
- Retirement Planning
- Education Planning
- Investment Planning
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.
Other Aliases
Chris Ellis Mccoy, Chris Mccoy, Christopher Ellis Mccoy, Christopher Mccoy
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Education
Boston College
Finance, Bachelor of Arts (BA)
Finance, Bachelor of Arts (BA)
2005
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Current Firm
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC
Contact Information
Main Address
1502 W Broadway Suite 301, Madison, WI 53713Phone Number
(608) 210-1021# of Employees
17SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
6,213AUM (Assets Under Management)
$1,303,110,029Similar Advisors
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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.
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Primary Firm SEC Registration
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC
State Registrations and Notice Filings
(5/20/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Aug 2005Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Ellis Mccoy's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Tax Planning
- Estate Planning
- Comprehensive Financial Planning
- Insurance Planning
- Long-term Care
- Employee and Employer Plan Benefits
- Retirement Planning
- Education Planning
- Investment Planning
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OSAIC WEALTH, INC.
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