Unclaimed Profile

Robert Paul Mccarthy

KBC HOLDINGS LLC·NORWELL, Massachusetts

Series 6525 years registeredKBC HOLDINGS LLC

80 WASHINGTON SQUARE, NORWELL, MA 02061CRD# 4346871Firm CRD# 145988

Profile Verification

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

Identity

Robert Paul Mccarthy · NORWELL, MA

Registration

CRD #4346871 · KBC HOLDINGS LLC · 25 years registered

Brand Profile

Not yet started

Career History

ALTERNATIVE CAPITALIS, LLC

Jun 2025 – present

KANON BLOCH CARRE

Dec 2024 – Nov 2025

HANSON, MA

KANON BLOCH CARRE

Mar 2008 – Dec 2017

HANSON, MA

RINET COMPANY, LLC

Apr 2001 – Nov 2009

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 13, 2001

Years registered · 25

Disclosure History

2025Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

KBC HOLDINGS LLC

CRD 145988 · SEC 801-68684

AUM

$220M

Regulatory assets under management

Employees

28 client accounts

Services offered by KBC HOLDINGS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KBC HOLDINGS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Paul Mccarthy offer?

Robert Paul Mccarthy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORWELL, Massachusetts for a consultation.

What are Robert Paul Mccarthy's credentials?

Robert Paul Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Paul Mccarthy located?

Robert Paul Mccarthy is based in NORWELL, Massachusetts, working with KBC HOLDINGS LLC. Their office serves clients in the NORWELL metropolitan area and surrounding communities.

How does Robert Paul Mccarthy charge for services?

Robert Paul Mccarthy'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 KBC HOLDINGS LLC?

KBC HOLDINGS LLC has approximately 1 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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