DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner12 years in industry

CHRISTOPHER ELLIS MCCOY

Advisor at MADISON PARTNERS

MADISON, WI | Pittsburgh, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f3c24f25-b7df-eca0-b579-bcb5d6e432e1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 21, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MADISON PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 19, 2014
First registration: Jul 21, 2014
Dual registered: no
Other names: CHRIS ELLIS MCCOY|Chris McCoy|Christopher Ellis McCoy|Christopher McCoy
IAPD individual key: 4980403

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MADISON PARTNERS	Independent wealth	May 28, 2026	n/a	yes	MADISON, WI\|Pittsburgh, PA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	May 8, 2026	no	CRANBERRY TWP, PA\|PITTSBURGH, PA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 6, 2020	Mar 31, 2025	no	CRANBERRY TOWNSHIP, PA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 31, 2017	May 5, 2020	no	PITTSBURGH, PA	Previous registration
HEFREN-TILLOTSON, INC.	Former SEC adviser	Jul 21, 2014	Aug 28, 2017	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	MADISON PARTNERS	May 8, 2026	May 28, 2026	20	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
UBS FINANCIAL SERVICES INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 5, 2020	May 6, 2020	1	Firm change	Wirehouse to ibd
HEFREN-TILLOTSON, INC.	UBS FINANCIAL SERVICES INC.	Aug 28, 2017	Aug 31, 2017	3	Firm change	Other

Relationships

Registered with (5)

→ MADISON PARTNERSRegistered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to May 8, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 6, 2020 to Mar 31, 2025factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 31, 2017 to May 5, 2020factForm ADV
→ HEFREN-TILLOTSON, INC.Registered adviserregistration: previous registration
Jul 21, 2014 to Aug 28, 2017factForm ADV

Dated events

Occurred
May 8, 2026
Advisor changed firm
Christopher Ellis Mccoy left Strategic Advisers Llc for Madison Partners (registered 2026-05-28)
Form ADVobserved 5 days ago