Evan Robert McCoy
Investment Adviser Representative at BLUE Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Evan Robert McCoy is an investment adviser representative with BLUE Financial in Charlotte, NC, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Florida Financial Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Florida Financial Advisors DBA Tristate Financial AdvisorsFeb 2025 – Jul 2025Charlotte, NC
- Livonia High SchoolAug 2016 – May 2020Livonia, NY
- University of North Carolina at CharlotteAug 2020 – May 2023Charlotte, NC
- Dubois Center at UNC Charlotte Center CityAug 2023 – May 2025Charlotte, NC
- Mark's PizzeriaJan 2020 – May 2020Avon, NY
- Domino'sMay 2021 – Feb 2022Charlotte, NC
- Trinity Wealth Securities, LLCFeb 2025 – Jul 2025Charlotte, NC
- Blue Wealth Inc.Jul 2025 – no end date reportedCharlotte, NC
- Blue Financial Inc.Jul 2025 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BLUE Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.0135
- All Assets1.35%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlotte, NC
- SEC file number:
- 801-132547
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 26, 2026
View full firm profileOther advisors at BLUE Financial
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evan Robert McCoy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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