Gouldin & Mccarthy, LLC

Gouldin & Mccarthy, LLC (CRD# 129397) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $102,534,000 in 420 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $244,129
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 - 5 of 5 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 20 years of experience in the finance industry.

2
Andrew Jefferys
CRD#: 5293646
180 Mount Airy Road, Suite 203, Basking Ridge, NJ 07920
93
Wealthminder
score

Andrew Jefferys (CRD# 5293646) is an Investment Advisor Representative working at Gouldin & Mccarthy, LLC in Basking Ridge, NJ and has over 5 years of experience in the finance industry.

3
Daniel M. McCarthy
CRD#: 4726536
180 Mount Airy Road, Suite 203, Basking Ridge, NJ 07920
93
Wealthminder
score

Daniel McCarthy (CRD# 4726536) is an Investment Advisor Representative working at Gouldin & Mccarthy, LLC in Basking Ridge, NJ and has over 5 years of experience in the finance industry.

4
Michael J. Minton
CRD#: 2392682
180 Mount Airy Road, Suite 203, Basking Ridge, NJ 07920
93
Wealthminder
score

Michael Minton (CRD# 2392682) is an Investment Advisor Representative working at Gouldin & Mccarthy, LLC in Basking Ridge, NJ and has over 23 years of experience in the finance industry.

5
Christopher T. Conyers
CRD#: 2544798
180 Mount Airy Road, Suite 203, Basking Ridge, NJ 07920
87
Wealthminder
score

Christopher Conyers (CRD# 2544798) is an Investment Advisor Representative working at Gouldin & Mccarthy, LLC in Basking Ridge, NJ and has 1 year of experience in the finance industry.

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