Michael McCarthy (CRD# 3179054) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has over 20 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pallas Capital Advisors, LLC | Braintree, MA | Jun 2023 - Current | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2023 - Current | < 1 |
| Mayflower Financial Advisors, LLC | Boston, MA | Jul 2020 - Jun 2023 | 2 |
| Private Client Services | Boston, MA | Jul 2020 - Jun 2023 | 2 |
| Wells Fargo Advisors Financial Network, LLC | Boston, MA | Feb 2015 - Jul 2020 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorpoated | Wellesley Hills, MA | May 2007 - Feb 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- MA
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Total Assets Under Management2,965MILLIONS
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Total Number of Accounts3,566ACCOUNTS
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Average Account Value$831,529
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI
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