Stephen W Coy
Investment adviser representative at Momentum Independent Network Inc.
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
24 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Momentum Independent Network Inc.Jul 2024 to now
- Hilltop Securities Inc.Jul 2024 to now
- UnemployedFeb 2024 to Jun 2024
- Chessman Wealth StrategiesMar 2022 to Jan 2024
- UnemployedJan 2022 to Feb 2022
- Brent Stewart - Thrivent FinancialAug 2019 to Dec 2021
- Thrivent Investment Management Inc.May 2019 to Dec 2021
- Thrivent FinancialJan 2019 to Aug 2019
- University of Missouri - ColumbiaMay 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Momentum Independent Network Inc.
$1.6BAssets managed
2,879Clients
121Advisers
24 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
- 7039732
- Firm CRD
- 17587