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Michael Patrick Mccartney

MCCARTNEY WEALTH MANAGEMENT LLC·SAINT LOUIS, Missouri
Unclaimed Profile
7733 FORSYTH BLVD, SAINT LOUIS, MO 63105-1878CRD# 5626907Firm CRD# 154722
01

About

Michael Patrick Mccartney is a registered financial advisor based in SAINT LOUIS, Missouri, affiliated with MCCARTNEY WEALTH MANAGEMENT LLC. 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
03

Firm Overview

Firm
MCCARTNEY WEALTH MANAGEMENT LLC
MCCARTNEY WEALTH MANAGEMENT LLC
AUM
$166M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MCCARTNEY WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5626907
Firm CRD# 154722
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Patrick Mccartney offer?
Michael Patrick Mccartney specializes in Financial Planning, Investment Management. Contact their office in SAINT LOUIS, Missouri for a consultation.
What are Michael Patrick Mccartney's credentials?
Michael Patrick Mccartney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Patrick Mccartney located?
Michael Patrick Mccartney is based in SAINT LOUIS, Missouri, working with MCCARTNEY WEALTH MANAGEMENT LLC. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.
How does Michael Patrick Mccartney charge for services?
Michael Patrick Mccartney'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 MCCARTNEY WEALTH MANAGEMENT LLC?
MCCARTNEY WEALTH MANAGEMENT LLC has approximately 2 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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