Unclaimed Profile

Michael Hayes Gouldin

GOULDIN & MCCARTHY, LLC·BASKING RIDGE, New Jersey

SIE, Series 7, Series 24, Series 66Clean record22 years registeredGOULDIN & MCCARTHY, LLC

180 MOUNT AIRY ROAD, BASKING RIDGE, NJ 07920CRD# 3113346Firm CRD# 129397

Profile Verification

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

Identity

Michael Hayes Gouldin · BASKING RIDGE, NJ

Registration

CRD #3113346 · GOULDIN & MCCARTHY, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ONEDIGITAL

Dec 2021 – present

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Mar 2004 – Feb 2014

BASKING RIDGE, NJ

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC.

Oct 2003 – Aug 2004

BASKING RIDGE, NJ

GOULDIN & MCCARTHY, LLC

Oct 2003 – Jul 2022

BASKING RIDGE, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · October 29, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOULDIN & MCCARTHY, LLC

CRD 129397 · SEC 801-110810

AUM

$364M

Regulatory assets under management

Employees

777 client accounts

Services offered by GOULDIN & MCCARTHY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOULDIN & MCCARTHY, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Hayes Gouldin offer?

Michael Hayes Gouldin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BASKING RIDGE, New Jersey for a consultation.

What are Michael Hayes Gouldin's credentials?

Michael Hayes Gouldin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Hayes Gouldin located?

Michael Hayes Gouldin is based in BASKING RIDGE, New Jersey, working with GOULDIN & MCCARTHY, LLC. Their office serves clients in the BASKING RIDGE metropolitan area and surrounding communities.

How does Michael Hayes Gouldin charge for services?

Michael Hayes Gouldin'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 GOULDIN & MCCARTHY, LLC?

GOULDIN & MCCARTHY, LLC has approximately 10 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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