Unclaimed Profile

Stephen Lawrence Mccoy

LDINTELLIGENCE LLC·SCOTTSDALE, Arizona

Clean recordLDINTELLIGENCE LLC

14646 N. KIERLAND BLVD, SCOTTSDALE, AZ 85254CRD# 1646914Firm CRD# 288253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Lawrence Mccoy · SCOTTSDALE, AZ

Registration

CRD #1646914 · LDINTELLIGENCE LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen Lawrence Mccoy is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with LDINTELLIGENCE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LDINTELLIGENCE LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at LDINTELLIGENCE LLC →

Services

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1646914

Firm CRD# 288253

View on FINRA BrokerCheck →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Lawrence Mccoy offer?

Stephen Lawrence Mccoy specializes in Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Stephen Lawrence Mccoy's credentials?

Stephen Lawrence Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Lawrence Mccoy located?

Stephen Lawrence Mccoy is based in SCOTTSDALE, Arizona, working with LDINTELLIGENCE LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Stephen Lawrence Mccoy charge for services?

Stephen Lawrence Mccoy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LDINTELLIGENCE LLC?

LDINTELLIGENCE LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →