Thomas Coy has been an investment adviser representative at Brent Forrest & Associates since July 2025, and is not listed among the firm’s executive officers or direct owners.
Brent Forrest & Associates, L.L.C. is a San Antonio, TX firm with $657M under management, 446 clients and 3 advisers in one office, as of its July 2026 filing.
Thomas Coy’s longest registration was 4 years at Alliancebernstein L.P. (2019–2023). Before joining Brent Forrest & Associates in 2025, Thomas Coy was registered through Victory Capital Management Inc. and Alliancebernstein L.P.
- Wela Financial AdvisoryCurrent– present · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 126266
- Victory Capital Management Inc.– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 106189
- Alliancebernstein L.P.– · 4 yearsSan Antonio, TX · Adviser representative · Firm CRD 108477
- G. H. Wealth Management, LLC– · under a yearSan Antono, TX · Adviser representative · Firm CRD 170897
Investment adviser representative registrations
Thomas Coy is registered as an investment adviser representative in Texas, since July 2025.
- TexasSince 3 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 18 July 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 February 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Thomas James Coy
- CRD
- 6328608
- Firm
- Brent Forrest & Associates · CRD 126266
- Office
- 366 W SUNSET RD, BUILDING 4, San Antonio, TX 78209
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Coy work?
Thomas Coy is an investment adviser representative registered through Brent Forrest & Associates, L.L.C. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Coy a financial advisor?
Yes. Thomas Coy has a current investment-adviser registration in Texas, through Brent Forrest & Associates since July 2025.
How many years of experience does Thomas Coy have?
Thomas Coy has 5 years in the financial industry, since November 2020, across 4 adviser firms.
What exams has Thomas Coy passed?
Thomas Coy has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in February 2018.
Where did Thomas Coy work before Brent Forrest & Associates?
Before Brent Forrest & Associates, Thomas Coy was registered through Alliancebernstein L.P., July 2019 to October 2023; G. H. Wealth Management, LLC, February 2018 to May 2018.
Where is Thomas Coy based?
Thomas Coy’s registered office is in San Antonio, TX.
Is Thomas Coy registered with FINRA?
No. Thomas Coy has no current broker registration.
How can I verify Thomas Coy’s record?
Search CRD 6328608 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Coy’s full registration record.