Matthew D. Mccoy
Professional summary
Matthew Daniel Mccoy, CFP®, who also goes by Matthew Mccoy, Matt Daniel Mccoy, is a registered financial advisor currently at SOUTHBOUND WEALTH LLC located in Rock Hill, South Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Daniel Mccoy's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 11, 2024 - Present
SOUTHBOUND WEALTH LLC
October 8, 2021 - December 10, 2024
FACET
January 20, 2021 - September 13, 2021
INDEPENDENT ADVISOR ALLIANCE, LLC
April 12, 2019 - September 24, 2021
LPL FINANCIAL LLC
May 8, 2017 - April 16, 2019
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/25/2025)
(12/11/2024)
Exams
Current Firm
SOUTHBOUND WEALTH LLC
CRD#: 331701 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 2,393,895 |
Red Flags
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