William McCarthy (CRD# 7785075) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Hingham, MA and has 1 year of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carapace Financial Advisors LLC | Bedminster, NJ | Jul 2023 - Current | < 1 |
| Extended Travel | Hingham, MA | Jun 2018 - Jul 2023 | 5 |
| State Street Corp | Boston, MA | May 1989 - Jun 2018 | 29 |
- MA
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$2,293,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, MA, NJ
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