Cambridge Investment Research Advisors, Inc
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About this Advisor
Gary Mccarthy is a financial advisor operating in Brewster, New York who has 2 years of industry experience. Mccarthy is currently employed by Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Edward Jones, G.R.B.M Inc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and G.R.B.M. Inc. Mccarthy holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Cambridge Investment Research Advisors, Inc is a firm operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 financial advisors. It has $82 billion in assets among its 461,370 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc may include any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
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Cambridge Investment Research Advisors, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Gary Mccarthy Work History
Gary has been registered as a financial advisor for 2 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*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.
Please visit the SEC profile of Gary 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 Cambridge Investment Research Advisors, Inc
Staten Island, NY
Ormond Beach, 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 firstname.lastname@example.org.
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