Gouldin & Mccarthy, LLC

Gouldin & Mccarthy, LLC (CRD# 129397) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $94,176,819 in 421 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $223,698
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA

Financial Advisors at Gouldin & Mccarthy, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael H. Gouldin
CRD#: 3113346
180 Mount Airy Road, Suite 203, Basking Ridge, NJ 07920
93
Wealthminder
score

Michael Gouldin (CRD# 3113346) is an Investment Advisor Representative working at Gouldin & Mccarthy, LLC in Basking Ridge, NJ and has over 19 years of experience in the finance industry.

2
Andrew Jefferys
CRD#: 5293646
180 Mount Airy Road, Suite 203, Basking Ridge, NJ 07920
90
Wealthminder
score

Andrew Jefferys (CRD# 5293646) is an Investment Advisor Representative working at Gouldin & Mccarthy, LLC in Basking Ridge, NJ and has over 3 years of experience in the finance industry.

3
Daniel M. McCarthy
CRD#: 4726536
180 Mount Airy Road, Suite 203, Basking Ridge, NJ 07920
90
Wealthminder
score

Daniel McCarthy (CRD# 4726536) is an Investment Advisor Representative working at Gouldin & Mccarthy, LLC in Basking Ridge, NJ and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.