Thomas
Mccarthy
Capital Analysts
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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
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
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
Lincoln Investment
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
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Worcester, MA
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Braintree, MA
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Waltham, MA
Braintree, MA
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