Edward McCarthy (CRD# 5497954) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 10 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | Albany, NY | Sep 2021 - Current | 2 |
| Lpl Financial, LLC | Albany, NY | Jan 2021 - Aug 2021 | < 1 |
| Private Advisor Group | Albany, NY | Jan 2021 - Aug 2021 | < 1 |
| The Ayco Company, L.p./mercer Allied | Latham, NY | Jan 2019 - Dec 2020 | 1 |
| The Ayco Company, L.p./goldman Sachs | Latham, NY | Jul 2017 - Jan 2019 | 1 |
| Goldman Sachs | New York, NY | Oct 2014 - Jul 2017 | 2 |
| Bmo Capital Markets Corp. | New York, NY | Aug 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- NY
- TX
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Total Assets Under Management1,256MILLIONS
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Total Number of Accounts3,633ACCOUNTS
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Average Account Value$345,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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