Michael
Mccarthy

Shapiro Capital Management LLC

CRD#2416880
Investment Advisor
in Atlanta, GA

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About this Advisor

Michael Mccarthy is a chartered financial analyst who works out of Atlanta, Georgia who has 17 years of relevant experience. Mccarthy currently works for Shapiro Capital Management LLC. They have worked at Shapiro Capital Management Llc for their entire career. Mccarthy maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Georgia and Texas. Shapiro Capital Management LLC is a registered investment company operating out of Atlanta, GA. It has $4 billion in assets under management between its 828 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 48 charities and foundations. Of its 828 accounts, 76% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fees largely are based on the financial services offered. However, fees charged by Shapiro Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

3060 Peachtree Rd Nw Ste 1555
Atlanta, GA 30305-2236

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Shapiro Capital Management LLC Brokerage Details

Total Assets Under Management

$3,816,515,759

GA Average: $3,570,121,308
Total Number of Employees

9

GA Average: 58
Total Number of Accounts

828

GA Average: 1,608
Average Account Size

$4,609,319

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Michael Mccarthy Work History

Michael has been registered as a financial advisor for 17 years.*

1990 - Present (34 years)

Shapiro Capital Management 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 Michael 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 Shapiro Capital Management LLC

Michael Mccarthy
Atlanta, GA

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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