Caitlyn Maurea Mccoy
Investment adviser representative at Cary Street Partners
12 yearsExperience
1 stateRegistered in
$10.3BFirm assets
21 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cary Street PartnersOct 2025 to now
- Cary Street Partners Investment Advisory LLCOct 2025 to now
- University of Colorado BoulderAug 2020 to May 2024
- Marvin Ridge High SchoolAug 2016 to Jun 2020
- Fisher InvestmentsOct 2014 to Oct 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cary Street Partners
Legal name: Cary Street Partners Investment Advisory LLC
$10.3BAssets managed
6,988Clients
118Advisers
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
- 8026992
- Firm CRD
- 128545