Skip to content

Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial advisor in Sarasota, FL

Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC is a financial advisor at 1819 Main St #1002, Sarasota, FL 34236, ranked #47 of 101 financial planners in Sarasota and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Sarasota, FLUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Address1819 Main St #1002, Sarasota, FL 34236Get directions
Phone(941) 363-3924
Websiteameripriseadvisors.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Sarasota and 9 towns within 25 miles: Sarasota Springs, Fruitville, Gulf Gate Estates, Bayshore Gardens, South Bradenton, Bradenton, Palmetto, Venice and South Venice.

Based in Sarasota, FLView on map

Opening hours

Opening hours for Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC

How is Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC ranked in Sarasota?

Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC is ranked #47 of 101 financial planners in Sarasota by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC’s hours?

Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC serve?

Serves Sarasota and 9 towns within 25 miles: Sarasota Springs, Fruitville, Gulf Gate Estates, Bayshore Gardens, South Bradenton, Bradenton, Palmetto, Venice and South Venice. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC?

Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC?

Call Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC on (941) 363-3924. The business is at 1819 Main St #1002, Sarasota, FL 34236. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC (this business)—635.0 (4)NoNo
Stanley Wealth & Retirement#25645.0 (5)NoNo0.0 mi
Sherrill Wealth Management#26645.0 (10)NoNo11.5 mi
Merrill Lynch Wealth Management#28633.6 (8)NoNo0.0 mi

See all 101 ranked financial planners in Sarasota