Michael McCarthy, financial advisor Camdenton MO

Michael McCarthy

CRD Number: 1242113
Current Firm: Oppenheimer & Company Inc.

Michael McCarthy (CRD# 1242113) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Camdenton, MO and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Chesterfield, MO Apr 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Michael J. McCarthy
Phone Number: 212-668-8000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    27,451
    MILLIONS
  • Total Number of Accounts
    34,493
    ACCOUNTS
  • Average Account Value
    $795,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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