Amoy McCarthy, financial advisor Saint Louis MO

Amoy McCarthy

CRD Number: 7422188
Current Firm: Wells Fargo Clearing Services, LLC

Amoy McCarthy (CRD# 7422188) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services LLC St.louis, MO Jul 2021 - Current < 1
Digital Intelligence Systems LLC Mclean, VA Jul 2021 - Mar 2022 < 1
Real Property Management Results Evansville, IN Dec 2020 - Jul 2021 < 1
Deaconess Midtown Hospital Evansville, IN Oct 2020 - Jul 2021 < 1
Sodexo Evansville, IN Jan 2019 - Oct 2020 1
Portillos Fishers, IN Oct 2017 - Mar 2020 2
Walmart Indianapolis, IN Oct 2018 - Oct 2018 < 1
Good Will Easter Seals Lima, OH May 2018 - Jul 2018 < 1
Good Will Carmel In, IN Aug 2017 - Oct 2017 < 1
Metro Diner Indianapolis, IN Jun 2017 - Jul 2017 < 1
Good Will Indianapolis, IN Apr 2017 - Jul 2017 < 1
Unemployed Clarendon, Jun 2009 - Apr 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Amoy McCarthy
Phone Number: 314-875-3000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, 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, VI, VT, WA, WI, WV, WY

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