Rachel Christine Mccoll
Investment adviser representative at Icon Wealth Partners
10 yearsExperience
2 statesRegistered in
$2.6BFirm assets
4 yearsFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Icon Wealth Partners, LLCMay 2023 to now
- MFS Fund Distributors, Inc.Jun 2018 to May 2023
- MFS Investment FirmMay 2017 to Aug 2017
- Bryant UniversityJan 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Icon Wealth Partners
Legal name: Icon Wealth Advisors, LLC
$2.6BAssets managed
629Clients
18Advisers
4 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
- 6973480
- Firm CRD
- 319609