Patrick Alan Mccoy
Investment adviser representative at Greenline Wealth Management
12 yearsExperience
1 stateRegistered in
$117MFirm assets
Under 1 yearFirm in business
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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
- Pension consulting
Experience
12 years in the industry.
- Greenline Insurance LLCDec 2024 to now
- Greenline Wealth Management LLCSep 2024 to now
- Patrick Mccoy LLCAug 2022 to now
- Capital Client Group, Inc.Feb 2014 to Aug 2024
- American FundsJan 2014 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (KY).
Greenline Wealth Management
Legal name: Greenline Wealth Management LLC
$117MAssets managed
247Clients
7Advisers
Under 1 yearIn 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
- 6037541
- Firm CRD
- 298397