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Joshua Mc Coy

Advisor at PNC Wealth Management — Industry, PA

Updated today

Credentials

Series 66

Experience

7 years

Location

Industry, PA

PNC Wealth Management logo

PNC Wealth Management

Enterprise

Total advisors

1,169

Across 773 offices

Clients per advisor

138 Very High

Avg AUM per client

$182,752 Very Low

HNW client ratio

2% Very Low

About

Joshua Mc Coy is a Series 66-licensed financial advisor with PNC Wealth Management, bringing seven years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Mass Mutual Investors Services. He has also been involved with the Slippery Rock Office for Inclusive Excellence. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Client services

Based on PNC Wealth Management

Portfolio management Selection of other advisers

Expertise

Based on PNC Wealth Management

Passive / index investing Active portfolio management Wealth management

Occupation focus

Based on PNC Wealth Management

Executive

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Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

See office

Industry, PA

Industry PA

Advisors at this office

1

Most active in

Ohio · Pennsylvania

Work history

7 years of industry experience

PNC Wealth Management

2022 - Present • 4 years

Cleveland, OH

Cadaret Grant & Co., Inc.

2021 - 2022 • 1 year

Syracuse, NY

Mass Mutual Investors Services

2019 - 2021 • 2 years

Pittsburgh, PA

MassMutual Life Insurance

2019 - 2021 • 2 years

Pittsburgh, PA

AXA Advisors, LLC

2019 - 2019 • 1 year

New York, NY

AXA Advisors-Beaux DeLattre office

2018 - 2019 • 1 year

Washington, PA

Slippery Rock Office for Inclusive Excellence

2016 - 2019 • 3 years

Slippery Rock, PA

Subway

2016 - 2018 • 2 years

East Liverpool, OH

Slippery Rock University

2015 - 2019 • 4 years

Slippery Rock, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Steven S

Series 65

Baden, PA

War Streets Capital, LLC

Steven Singer is the principal of War Streets Capital, LLC, an independent advisory firm, and holds a Series 65 credential with seven years of industry experience. He has been with War Streets Capital since 2018 and concurrently operates a real estate rental and management business. Prior to his advisory career, he worked at Verizon Communications Inc. from 2011 to 2019. War Streets Capital provides discretionary investment management and financial planning mainly for individual investors and small businesses. The firm employs an active, total-return strategy incorporating fundamental, technical, and cyclical analysis, and utilizes options and derivatives within customized portfolios tailored to clients’ risk tolerance.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Passive / index investing
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Christopher B

Series 65

Sewickley, PA

Block House Investments, LLC

Christopher Barto is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Block House Investments, LLC, where he has worked since 2025. His prior work includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, Fiducia Investment Research, and Oak Grove Capital. Block House Investments, LLC provides discretionary portfolio management services primarily focused on equities for individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term investment horizons, operating under a single-advisor model with monthly account reviews.

Active portfolio management Wealth management
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Michael J

Series 63

Sewickley, PA

Thi, Inc.

Michael Jehle is the sole advisor at Thi, Inc. in Sewickley, PA, with 28 years of industry experience. He holds a Series 63 designation and has been with Thi, Inc. since 1997. In addition to his advisory role, Jehle is a practicing attorney since 1996, dedicating less than 10% of his time to legal work. He is also involved in providing theatrical technical and special effects support to local theater groups and offers martial arts instruction through the firm’s Sewickley Martial Arts Club, each consuming less than 5% of his time. Thi, Inc. offers investment management, financial planning, portfolio reviews, and small-business financial consulting to a diverse client base including individuals, professionals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes a tailored process based on client goals and risk tolerance, using diversified asset allocation with active and passive strategies and quarterly reviews. It also provides legal services to advisory clients and places particular focus on small-business advisory work such as mergers, acquisitions, and valuations.

Founder/Business Owner
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Collin M

Series 65

Beaver, PA

McHenry Investments, LLC

Collin Mc Henry is a financial advisor at McHenry Investments, LLC with a Series 65 designation and no prior industry experience. He has worked at the Beaver County Public Defender's Office and runs the McHenry Law Firm, which has operated since 2015. McHenry Investments provides discretionary and non-discretionary investment management along with financial planning and consulting services primarily for individuals, high net worth clients, estates, and trusts. The firm’s approach focuses on fundamental analysis and long-term strategic asset allocation, offering both asset-based and fee-based billing options, and is affiliated with a law practice specializing in estate planning and administration.

Cash flow / budgeting
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Colin M

Series 63, Series 65

Sewickley, PA

MetaTrends LLC

Colin Mcgroarty is the sole advisor at MetaTrends LLC in Sewickley, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at StoneX Securities Inc since 2014 and has been involved with MetaTrends LLC since 2007. MetaTrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm applies a combined fundamental and technical process called "Metatrends," using various charting and analysis techniques to guide portfolio allocations and trade timing.

Options & derivatives strategies
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Andrew F

CFA®

Sewickley, PA

Vindicta Investment Advisors LLC

Andrew Faderewski is a CFA charterholder and the principal of Vindicta Investment Advisors LLC, with over 16 years of industry experience. Prior to founding Vindicta, he worked at C.S. McKee Investment Managers from 2007 to 2023. He also holds a concurrent role as an investment manager at The Pittsburgh Foundation, a nonprofit organization. Vindicta Investment Advisors provides discretionary asset management and financial planning services to high-net-worth individuals, institutions, small businesses, and not-for-profit organizations. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, implementing various strategies in separately managed accounts.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Cash flow / budgeting Business Financial Management Founder/Business Owner
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