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Anthony John Bertolucci

MCCARTHY ASSET MANAGEMENT, INC.·REDWOOD SHORES, California
Clean recordMCCARTHY ASSET MANAGEMENT, INC.
3 LAGOON DRIVE, SUITE 155, REDWOOD SHORES, CA 94065CRD# 6043534Firm CRD# 118285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony John Bertolucci · REDWOOD SHORES, CA
Registration
CRD #6043534 · MCCARTHY ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony John Bertolucci is a registered financial advisor based in REDWOOD SHORES, California, affiliated with MCCARTHY ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MCCARTHY ASSET MANAGEMENT, INC.
MCCARTHY ASSET MANAGEMENT, INC.
AUM
$366M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MCCARTHY ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6043534
Firm CRD# 118285
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony John Bertolucci offer?
Anthony John Bertolucci specializes in Financial Planning, Investment Management. Contact their office in REDWOOD SHORES, California for a consultation.
What are Anthony John Bertolucci's credentials?
Anthony John Bertolucci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony John Bertolucci located?
Anthony John Bertolucci 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 Anthony John Bertolucci charge for services?
Anthony John Bertolucci'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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Other Advisors at MCCARTHY ASSET MANAGEMENT, INC.

Alexey Bulankov
REDWOOD SHORES, CA
Stephen Peter Mccarthy
REDWOOD SHORES, CA

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