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Shawna Mccoy

ACUMEN WEALTH ADVISORS
Chattanooga, TN 37405
Some features on this profile are disabled
CRD#: 5513654
SM

Professional summary

Shawna Mccoy, who also goes by Shawna Mewbourn Mccoy, Shawna Janelle Mewbourn, is a registered financial advisor currently at ACUMEN WEALTH ADVISORS, LLC located in Chattanooga, Tennessee.

Shawna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Shawna has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shawna Mewbourn Mccoy | Shawna Janelle Mewbourn

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 Shawna 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®
None

Experience

Current

October 13, 2020 - Present

ACUMEN WEALTH ADVISORS, LLC

Office #1: 250 Forest Avenue, Chattanooga, TN 37405
RIA
CRD#: 282565
Chattanooga, TN
Past

August 5, 2020 - September 28, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
CHATTANOOGA, TN
Past

September 24, 2018 - September 28, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
CHATTANOOGA, TN
Past

February 2, 2011 - November 9, 2011

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
CHATTANOOGA, TN

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
ACUMEN WEALTH ADVISORS, LLC
ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565 / SEC#: 801-107192

RIA
Registered Investment Advisory firm - (2/5/2016 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
Tennessee
(10/13/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/31/2020
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: 9/24/2018
General Securities Representative Examination

Current Firm

AW
ACUMEN WEALTH ADVISORS, LLC
ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565 / SEC#: 801-107192

RIA
Registered Investment Advisory firm - (2/5/2016 Approved)
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Contact information

Main Address
250 Forest Avenue, Chattanooga, TN 37405
Mailing Address
Phone number
(423) 825-4796
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts271
AUM (Assets Under Management)$ 593,715,110

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

ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565Chattanooga, TN 37405

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