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Thomas Allen Mccarthy

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC·MARYSVILLE, Ohio
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127 W. 5TH STREET, MARYSVILLE, OH 43040CRD# 3185284Firm CRD# 328478
01

About

Thomas Allen Mccarthy is a registered financial advisor based in MARYSVILLE, Ohio, affiliated with MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS 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
Nonprofits & Foundations
03

Firm Overview

Firm
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
AUM
$571M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3185284
Firm CRD# 328478
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Allen Mccarthy offer?
Thomas Allen Mccarthy specializes in Financial Planning, Investment Management. Contact their office in MARYSVILLE, Ohio for a consultation.
What are Thomas Allen Mccarthy's credentials?
Thomas Allen Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Allen Mccarthy located?
Thomas Allen Mccarthy is based in MARYSVILLE, Ohio, working with MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC. Their office serves clients in the MARYSVILLE metropolitan area and surrounding communities.
How does Thomas Allen Mccarthy charge for services?
Thomas Allen Mccarthy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC?
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC has approximately 20 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARYSVILLE
Mark Robert Finney — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLCJames B Cox — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLCMegan Mccarthy Collins — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLCTony Edward Dalton — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLCWesley Wayne Bean — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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