Mccarthy Wealth & Tax Advisors

Mccarthy Wealth & Tax Advisors (CRD# 135875) is a financial advisory firm headquartered in Springboro, OH. They manage $133,226,460 in 689 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
115 South Main Street, Springboro, OH 45066
https://www.mccarthywealth.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    689
    ACCOUNTS
  • Average Account Value
    $193,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, PA, TX

Financial Advisors at Mccarthy Wealth & Tax Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Jeremiah McCarthy, financial advisor Springboro OH
Jeremiah F. McCarthy
CRD#: 4092080
115 South Main Street, Springboro, OH 45066

Jeremiah McCarthy (CRD# 4092080) is an Investment Advisor Representative working at Mccarthy Wealth & Tax Advisors in Springboro, OH and has over 24 years of experience in the finance industry.

2
Christian Mouser, financial advisor Springboro OH
Christian A. Mouser
CRD#: 5431809
115 South Main Street, Springboro, OH 45066

Christian Mouser (CRD# 5431809) is an Investment Advisor Representative working at Mccarthy Wealth & Tax Advisors in Springboro, OH and has over 16 years of experience in the finance industry.

3
Jessica Marrinan, financial advisor Springboro OH
Jessica S. Marrinan
CRD#: 7872020
115 South Main Street, Springboro, OH 45066

Jessica Marrinan (CRD# 7872020) is an Investment Advisor Representative working at Mccarthy Wealth & Tax Advisors in Springboro, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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