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Joshua Liam Mccarthy

POLEN CAPITAL CREDIT, LLC·WALTHAM, Massachusetts
Clean recordPOLEN CAPITAL CREDIT, LLC
1075 MAIN STREET, WALTHAM, MA 02451CRD# 4932145Firm CRD# 108468

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Liam Mccarthy · WALTHAM, MA
Registration
CRD #4932145 · POLEN CAPITAL CREDIT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joshua Liam Mccarthy is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with POLEN CAPITAL CREDIT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
POLEN CAPITAL CREDIT, LLC
POLEN CAPITAL CREDIT, LLC
AUM
$7.4B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at POLEN CAPITAL CREDIT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4932145
Firm CRD# 108468
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Liam Mccarthy offer?
Joshua Liam Mccarthy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Joshua Liam Mccarthy's credentials?
Joshua Liam Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Liam Mccarthy located?
Joshua Liam Mccarthy is based in WALTHAM, Massachusetts, working with POLEN CAPITAL CREDIT, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Joshua Liam Mccarthy charge for services?
Joshua Liam Mccarthy's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POLEN CAPITAL CREDIT, LLC?
POLEN CAPITAL CREDIT, LLC has approximately 52 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POLEN CAPITAL CREDIT, LLC

Anthony Michael Ranaldi
WALTHAM, MA
David John Breazzano
WALTHAM, MA
John J. Russell Iv
WALTHAM, MA

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Research
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