Unclaimed Profile

Alexey Bulankov

MCCARTHY ASSET MANAGEMENT, INC.·REDWOOD SHORES, California

SIE, Series 7, Series 7TO, Series 63, Series 66CFP ChFC25 years registeredMCCARTHY ASSET MANAGEMENT, INC.

3 LAGOON DRIVE, SUITE 155, REDWOOD SHORES, CA 94065CRD# 4061360Firm CRD# 118285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexey Bulankov · REDWOOD SHORES, CA

Registration

CRD #4061360 · MCCARTHY ASSET MANAGEMENT, INC. · 25 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Sep 2025 – present

CETERA INVESTMENT ADVISERS LLC

Aug 2022 – Aug 2025

SAN FRANCISCO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2021 – Aug 2022

WALNUT CREEK, CA

BANCWEST INVESTMENT SERVICES, INC. (BWIS) AND BWIS D/B/A FHIS

Feb 2014 – May 2015

SAN JOSE, CA

MCCARTHY ASSET MANAGEMENT, INC.

Mar 2011 – Feb 2014

REDWOOD SHORES, CA

CHARLES SCHWAB & CO., INC.

Jan 2005 – Nov 2010

SAN MATEO, CA

BANCWEST INVESTMENT SERVICES, INC.

Mar 2004 – Jul 2004

SAN JOSE, CA

CITICORP INVESTMENT SERVICES

Mar 2003 – Mar 2004

BELMONT, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 2000 – Jul 2002

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · August 24, 2000

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

2015Criminal·Final Disposition

2010Customer Dispute·Award / Judgment

2009Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MCCARTHY ASSET MANAGEMENT, INC.

CRD 118285 · SEC 801-60897

AUM

$366M

Regulatory assets under management

Employees

732 client accounts

Services offered by MCCARTHY ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCCARTHY ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Alexey Bulankov offer?

Alexey Bulankov specializes in Financial Planning, Investment Management. Contact their office in REDWOOD SHORES, California for a consultation.

What are Alexey Bulankov's credentials?

Alexey Bulankov holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alexey Bulankov located?

Alexey Bulankov is based in REDWOOD SHORES, California, working with MCCARTHY ASSET MANAGEMENT, INC.. Their office serves clients in the REDWOOD SHORES metropolitan area and surrounding communities.

How does Alexey Bulankov charge for services?

Alexey Bulankov's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCCARTHY ASSET MANAGEMENT, INC.?

MCCARTHY ASSET MANAGEMENT, INC. has approximately 4 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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