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Stephen Patrick Mccourt

MEKETA FIDUCIARY MANAGEMENT, LLC·CARLSBAD, California
Unclaimed Profile
5796 ARMADA DRIVE, CARLSBAD, CA 92008CRD# 4632294Firm CRD# 323605
01

About

Stephen Patrick Mccourt is a registered financial advisor based in CARLSBAD, California, affiliated with MEKETA FIDUCIARY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
MEKETA FIDUCIARY MANAGEMENT, LLC
MEKETA FIDUCIARY MANAGEMENT, LLC
AUM
$16.9B
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MEKETA FIDUCIARY MANAGEMENT, LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4632294
Firm CRD# 323605
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Patrick Mccourt offer?
Stephen Patrick Mccourt specializes in Wealth Management. Contact their office in CARLSBAD, California for a consultation.
What are Stephen Patrick Mccourt's credentials?
Stephen Patrick Mccourt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Patrick Mccourt located?
Stephen Patrick Mccourt is based in CARLSBAD, California, working with MEKETA FIDUCIARY MANAGEMENT, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does Stephen Patrick Mccourt charge for services?
Stephen Patrick Mccourt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEKETA FIDUCIARY MANAGEMENT, LLC?
MEKETA FIDUCIARY MANAGEMENT, LLC has approximately 1 employees and manages $16.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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