Thomas
Mccarthy

Capital Analysts

CRD#1627868
Investment Advisor
in Braintree, MA

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About this Advisor

Thomas Mccarthy is a financial advisor based in Braintree, Massachusetts, working with Capital Analysts. Thomas has previously held positions at Lincoln Investment and Capital Analysts, Inc. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Thomas is part of Capital Analysts, which operates out of Braintree, Massachusetts. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

35 Braintree Hill Office Park Suite 400 and 405
Braintree, MA 02184

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Capital Analysts Brokerage Details

Total Assets Under Management

$7,095,906,836

MA Average: $15,833,994,310
Total Number of Employees

705

MA Average: 41
Total Number of Accounts

22,363

MA Average: 3,342
Average Account Size

$317,306

MA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Thomas Mccarthy Work History

2012 - Present (12 years)

Lincoln Investment

1986 - Present (38 years)

Capital Analysts, Inc

Disclosures

Please visit the SEC profile of Thomas 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 Capital Analysts

Jay Merrill
Worcester, MA
Ross Donaghay
Tucson, AZ
Robert Pryor
Amherst, MA
Patrick Robinson
Braintree, MA
David Davodi
Phoenix, AZ
Susan Wanamaker
Beachwood, OH
Brett Kubiak
Worcester, MA
Jordan Perdigao
Littleton, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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