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Joshua Mc Coy

Advisor at PNC Wealth Management

Updated today

Location

Industry, PA

Credentials

Series 66

Industry experience

6 years

About

Joshua Mc Coy is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cadaret Grant & Co., Inc., Mass Mutual Investors Services, and AXA Advisors. Outside of financial services, Mc Coy was involved with the Slippery Rock Office for Inclusive Excellence. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

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

Industry, PA

Most active in

Ohio · Pennsylvania

Work history

PNC Wealth Management

2022 - Present (4 years)

Cadaret Grant & Co., Inc.

2021 - 2022 (1 year)

Mass Mutual Investors Services

2019 - 2021 (2 years)

MassMutual Life Insurance

2019 - 2021 (2 years)

AXA Advisors, LLC

2019 - 2019 (1 year)

AXA Advisors-Beaux DeLattre office

2018 - 2019 (1 year)

Slippery Rock Office for Inclusive Excellence

2016 - 2019 (3 years)

Subway

2016 - 2018 (2 years)

Slippery Rock University

2015 - 2019 (4 years)

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

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Steven Singer is the principal advisor at War Streets Capital, LLC, an independent advisory practice based in Baden, PA. He holds a Series 65 designation and has six years of industry experience. Prior to founding War Streets Capital in 2018, he worked at Verizon Communications Inc. from 2011 to 2019. Outside of his advisory role, he owns a real estate rental and management business operating under Singer Investment Group. War Streets Capital serves individual and small business clients, managing approximately $8.6 million across 14 discretionary accounts. The firm employs an active, total-return investment approach focused on quality securities and tax-aware portfolio construction, utilizing fundamental, technical, and cyclical analysis, and may implement options strategies for income generation and risk management.

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

Series 65

Sewickley, PA

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Christopher Barto is a financial advisor at Block House Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kovitz Investment Group Partners, Fort Pitt Capital Group, and Fiducia Investment Research. Block House Investments, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on publicly traded equities through fundamental analysis and long-term trading strategies. The firm prepares individualized Investment Policy Statements and manages accounts under discretionary authority, emphasizing tailored investment strategies based on clients’ goals, income, tax considerations, and risk tolerance.

Active portfolio management Wealth management
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Michael J

Series 63

Sewickley, PA

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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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Colin M

Series 63, Series 65

Sewickley, PA

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Options & derivatives strategies
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Andrew F

CFA®

Sewickley, PA

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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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Eric C

Series 63, Series 66

Sewickley, PA

Sewickley Financial LLC

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Passive / index investing Wealth management
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