Ryan Mccoy

SFG WEALTH MANAGEMENT

Millersville, MD 21108

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CRD#: 7544432

Professional summary

Ryan Mccoy, who also goes by Matthew Ryan Mccoy, is a registered financial advisor currently at SFG WEALTH MANAGEMENT located in Millersville, Maryland and LPL FINANCIAL LLC located in Millersville, Maryland.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Ryan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Ryan 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.

1- 02/2025 / SFG Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATIONS / 130 HRS MNTH / 6.5 HRS DURING TRADING / START 06/05/2023

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan 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

August 11, 2025 - Present

SFG WEALTH MANAGEMENT

Office #1: 8530 Veterans Highway Suite 100, Millersville, MD 21108

RIA

CRD#: 285785

Millersville, MD

Current

March 3, 2025 - Present

LPL FINANCIAL LLC

Office #1: 8530 Veteran's Highway, Millersville, MD 21108

RIA

CRD#: 6413

Millersville, MD

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".

SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT | SYNERGY FINANCIAL GROUP LLC | SFG WEALTH MANAGEMENT, LLC

CRD#: 285785 / SEC#: 801-108748

RIA

Registered Investment Advisory firm - (12/16/2016 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Maryland
(3/5/2025)

IAR

Maryland
(8/11/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/24/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/3/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/17/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT | SYNERGY FINANCIAL GROUP LLC | SFG WEALTH MANAGEMENT, LLC

CRD#: 285785 / SEC#: 801-108748

RIA

Registered Investment Advisory firm - (12/16/2016 Approved)

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Contact information

Main Address

1104 Kenilworth Drive Suite 500, Towson, MD 21204

Mailing Address

Phone number

(410) 825-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APP 1 - WRAP BROCHURE (9/9/2025)

FORM ADV PART 2A - FIRM BROCHURE (9/9/2025)

Regulatory assets under management

Total Number of Accounts	1,918
AUM (Assets Under Management)	$ 643,567,369

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.

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Ryan Mccoy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Mccoy's CRS (Customer Relationship Summary).

Certified licenses

Experience

SFG WEALTH MANAGEMENT

LPL FINANCIAL LLC

Primary Firm SEC Registration

SFG WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2025

Series 7TO

Date: 3/3/2025

SIE

Date: 8/17/2024

FINRA

Current Firm

SFG WEALTH MANAGEMENT

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SFG WEALTH MANAGEMENT

TRUST BUT VERIFY

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