AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

Douglas Carpenter Mccoy

MONTCHANIN ASSET MANAGEMENT, LLC·MONTCHANIN, Delaware
MONTCHANIN ASSET MANAGEMENT, LLC
10 WEST ROCKLAND ROAD, MONTCHANIN, DE 19710CRD# 4450939Firm CRD# 304367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Carpenter Mccoy · MONTCHANIN, DE
Registration
CRD #4450939 · MONTCHANIN ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Douglas Carpenter Mccoy is a registered financial advisor based in MONTCHANIN, Delaware, affiliated with MONTCHANIN ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Douglas

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

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

03

Firm Overview

Firm
MONTCHANIN ASSET MANAGEMENT, LLC
MONTCHANIN ASSET MANAGEMENT, LLC
AUM
$108M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MONTCHANIN ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4450939
Firm CRD# 304367
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTCHANIN?

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

Browse MONTCHANIN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Douglas Carpenter Mccoy offer?
Douglas Carpenter Mccoy specializes in Investment Management, Fee-Only Advisory. Contact their office in MONTCHANIN, Delaware for a consultation.
What are Douglas Carpenter Mccoy's credentials?
Douglas Carpenter Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Carpenter Mccoy located?
Douglas Carpenter Mccoy is based in MONTCHANIN, Delaware, working with MONTCHANIN ASSET MANAGEMENT, LLC. Their office serves clients in the MONTCHANIN metropolitan area and surrounding communities.
How does Douglas Carpenter Mccoy charge for services?
Douglas Carpenter 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 MONTCHANIN ASSET MANAGEMENT, LLC?
MONTCHANIN ASSET MANAGEMENT, LLC has approximately 2 employees and manages $108M in regulatory assets under management. 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 →

Other Advisors at MONTCHANIN ASSET MANAGEMENT, LLC

William Kirkus Dugdale
MONTCHANIN, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)REHOBOTH BEACH (8)0000740272 (4)ROCKLAND (3)CLAYMONT (2)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideNEWARK Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile