Catherine
Mccarty
Clariti Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Catherine Mccarty is a financial advisor working in Wilmington, Delaware who has 1 year of industry experience. Mccarty is an advisor for Clariti Wealth Advisors. Over the course of their career, they have held roles at Peirce Park Group, Marquette Associates, Inc and Clariti Wealth Advisors. Mccarty maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Delaware and Pennsylvania. Clariti Wealth Advisors is an advisory business that has its headquarters in Wilmington, DE. The firm has offices in four locations and a total of 12 people on staff. It has $507 million in total assets between its 1,224 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,224 accounts, 74% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically depend on which services the firm provides the client. Fees charged by Clariti Wealth Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Clariti Wealth Advisors Brokerage Details
$506,749,502
12
1,224
$414,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Catherine Mccarty Work History
Catherine has been registered as a financial advisor for 1 years.*
Clariti Wealth Advisors
Marquette Associates, Inc
Peirce Park Group
*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 Catherine Mccarty 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 Clariti Wealth Advisors
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Marco Island, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
