Vincent
Mccarron

Obsidian Personal Planning Solutions, LLC

CRD#4472030
Investment Advisor
in Rockville, MD

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About this Advisor

Vincent Mccarron is a financial advisor working out of Rockville, Maryland with a total of 3 years of industry experience. Mccarron is currently employed by Obsidian Personal Planning Solutions, LLC. During their career, the advisor has held roles at National Planning Corporation, Triad Advisors, Inc and Obsidian Personal Planning Solutions. Mccarron holds Series 63 and Series 66 licenses, designating them as a securities agent, and can work in Maryland. Obsidian Personal Planning Solutions, LLC is a financial advisory business based out of Rockville, MD. It manages $183 million in total assets among its 641 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 641 accounts, 40% are associated with high-net-worth individuals who have at least $1 million in investable assets. Obsidian Personal Planning Solutions, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the financial services. Fee types billed by Obsidian Personal Planning Solutions, LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2099 Gaither Rd. Suite 110
Rockville, MD 20850

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Obsidian Personal Planning Solutions, LLC Brokerage Details

Total Assets Under Management

$182,504,029

MD Average: $6,889,882,315
Total Number of Employees

11

MD Average: 45
Total Number of Accounts

641

MD Average: 765
Average Account Size

$284,718

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Vincent Mccarron Work History

Vincent has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

Triad Advisors,Inc

2005 - Present (19 years)

Obsidian Personal Planning Solutions

2001 - 2017 (16 years)

National Planning Corporation

*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 Vincent Mccarron 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 Obsidian Personal Planning Solutions, LLC

Elisha Zaretsky
Rockville, MD
Todd Feldman
Rockville, MD
Jay Wilen
Rockville, MD
Pamela Flick
Rockville, MD
Vincent Mccarron
Rockville, MD
Patrick Carroll
Rockville, MD

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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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.

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