Matthew Paul Mccoy
Investment adviser representative at Sowell Management
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Sowell ManagementOct 2016 to now
- Sowell Financial Services, LLCSep 2016 to now
- Purshe Kaplan Sterling InvestmentsSep 2012 to now
- Concert Wealth Management, Inc.Sep 2012 to Apr 2017
Designations
- ChFC®
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4855742
- Firm CRD
- 127145