Grover McCarthy (CRD# 7290886) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 3 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Stonemark Wealth Management | Pasadena, CA | Jun 2021 - Current | 2 |
Equitable Advisors, LLC | New York, NY | Oct 2020 - Jun 2021 | < 1 |
Unemployed | Arcadia, CA | Sep 2020 - Oct 2020 | < 1 |
Whittier Trust Company | South Pasadena, CA | Nov 2017 - Aug 2020 | 2 |
Amazon Prime Now | Los Angeles, CA | Nov 2019 - Jul 2020 | < 1 |
Sportiela | Los Angeles, CA | Nov 2019 - Dec 2019 | < 1 |
Theopacific Corporation | Placentia, CA | May 2018 - Aug 2018 | < 1 |
Woodbury University | Burbank, CA | Jun 2015 - Aug 2018 | 3 |
Corner Bakery | Pasadena, CA | May 2015 - Nov 2016 | 1 |
California Chutney | Pasadena, CA | Mar 2015 - May 2015 | < 1 |
Unemployed | Arcadia, CA | Jan 2015 - Feb 2015 | < 1 |
Woodbury University | Burbank, CA | Aug 2014 - Dec 2014 | < 1 |
Unemployed | Arcadia, CA | Jun 2014 - Jul 2014 | < 1 |
Deliverla | Los Angeles, CA | May 2014 - Jun 2014 | < 1 |
Ultimate Staffing Services | Pasadena, CA | Mar 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- CA
-
Total Assets Under Management427MILLIONS
-
Total Number of Accounts748ACCOUNTS
-
Average Account Value$570,963
- 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)
- Other
AZ, CA, CO, FL, NV, TX
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