Brian McCarthyCRD Number: 1889464
Current Firm: Symmetry Partners
Brian McCarthy (CRD# 1889464) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 25 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Ameriprise Financial Services, Inc.
|Symmetry Partners, LLC||Glastonbury, CT||Mar 2014 - Current||2|
|Mml Investors Services, LLC||Enfield, CT||Sep 2013 - Current||3|
|Massachusetts Mutual Life Insurance Company||Enfield, CT||Aug 2013 - Current||3|
|Ntt Data||Boston, MA||Feb 2013 - Jun 2013||< 1|
|Global Finesse, LLC||Hartford, CT||Sep 2012 - Feb 2013||< 1|
|Ge Investment Distributors||Glastonbury, CT||Mar 2011 - Aug 2012||1|
|Ge Asset Management||Glastonbury, CT||Feb 2011 - Aug 2012||1|
|Hartford Life Distributors, LLC||Wayne, PA||Apr 2010 - Mar 2011||< 1|
|Hartford Equity Sales Company, Inc.||Simsbury, CT||Mar 2009 - Apr 2010||1|
|The Hartford||Simsbury, CT||Nov 2007 - Apr 2010||2|
|Hartford Securities Distribution Company, Inc.||Simsbury, CT||May 2008 - Mar 2009||< 1|
|Woodbury Financial Services||Glastonbury, CT||Apr 2007 - Nov 2007||< 1|
|Smith Brothers Insurance||Glastonbury, CT||May 2005 - Nov 2007||2|
|Cantella & Co||Glastonbury, CT||May 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1991|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
Total Assets Under Management3,751MILLIONS
Total Number of Accounts22,681ACCOUNTS
Average Account Value$165,381
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VT, WA, WI, WV
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