Scott McCarthy (CRD# 5084155) is an Investment Advisor Representative working at Cambridge Advisors, LLC in Williamsville, NY and has over 15 years of experience in the finance industry. Scott McCarthy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Consulting, Inc. | Williamsville, NY | Jul 2014 - Current | 9 |
| Cambridge Advisors, LLC | Williamsville, NY | Sep 2011 - Current | 12 |
| Cambridge Advisors, LLC | Williamsville, NY | Sep 2011 - Current | 12 |
| Cadaret, Grant & Company, Inc. | Williamsville, NY | Apr 2008 - Current | 16 |
| Waterford Advisors | Williamsville, NY | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- NY
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts276ACCOUNTS
-
Average Account Value$154,170
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
NY, TX
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