Brian McCarthy, financial advisor Glastonbury CT
93 score

Brian McCarthy

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Brian C. McCarthy
Phone Number: 860-734-2000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    3,751
    MILLIONS
  • Total Number of Accounts
    22,681
    ACCOUNTS
  • Average Account Value
    $165,381
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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