Evan
Mccarthy
Allspring Funds Management, LLC
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About this Advisor
Evan Mccarthy is a financial advisor working out of Boston, Massachusetts, with 6 years of industry experience. Mccarthy is on the advisory team at Allspring Funds Management, LLC. They have spent their entire employment at Allspring Funds Management, Llc. Mccarthy maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Allspring Funds Management, LLC is a financial advisory firm operating out of Charlotte, NC. The investment advisory business has offices in six locations and a total of 418 employees. It administers $235 billion in assets under management among its 7,030 accounts, making it one of the largest firms in the country by assets under management. The firm serves 27 charities and foundations. Of its 7,030 client accounts, just 8% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the financial services. Fees charged by Allspring Funds Management, LLC likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allspring Funds Management, LLC Brokerage Details
$235,232,798,890
418
7,030
$33,461,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Evan Mccarthy Work History
Evan has been registered as a financial advisor for 6 years.*
Wells Fargo Funds Distrubtor LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Mccarthy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allspring Funds Management, LLC
New York, NY
Larkspur, CA
Charlotte, NC
Menomonee Falls, WI
Charlotte, NC
Boston, MA
Magnolia, TX
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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