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Scott Michael Mccarthy

CAMBRIDGE ADVISORS, LLC·WILLIAMSVILLE, New York
Unclaimed Profile
6225 SHERIDAN DRIVE SUITE 102, WILLIAMSVILLE, NY 14221-5806CRD# 5084155Firm CRD# 158928
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About

Scott Michael Mccarthy is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with CAMBRIDGE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAMBRIDGE ADVISORS, LLC
CAMBRIDGE ADVISORS, LLC
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAMBRIDGE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5084155
Firm CRD# 158928
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Michael Mccarthy offer?
Scott Michael Mccarthy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Scott Michael Mccarthy's credentials?
Scott Michael Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Michael Mccarthy located?
Scott Michael Mccarthy is based in WILLIAMSVILLE, New York, working with CAMBRIDGE ADVISORS, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Scott Michael Mccarthy charge for services?
Scott Michael 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 CAMBRIDGE ADVISORS, LLC?
CAMBRIDGE ADVISORS, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New York
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