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Tony Edward Dalton

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC·MARYSVILLE, Ohio
SIE, Series 6, Series 7, Series 24, Series 63Clean record22 years registeredMCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
127 W. 5TH STREET, MARYSVILLE, OH 43040CRD# 2295472Firm CRD# 328478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tony Edward Dalton · MARYSVILLE, OH
Registration
CRD #2295472 · MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

KINTRA WEALTH, LLC
Jan 2026 – present
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
Dec 2023 – present
COMMONWEALTH FINANCIAL NETWORK
Mar 2021 – Dec 2023
MARYSVILLE, OH
METLIFE SECURITIES INC.
Mar 2004 – May 2015
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · March 9, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
CRD 328478 · SEC 801-128995
AUM
$571M
Regulatory assets under management
Employees
20
2,004 client accounts
Services offered by MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC →
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05

Frequently Asked Questions

What services does Tony Edward Dalton offer?
Tony Edward Dalton specializes in Financial Planning, Investment Management. Contact their office in MARYSVILLE, Ohio for a consultation.
What are Tony Edward Dalton's credentials?
Tony Edward Dalton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tony Edward Dalton located?
Tony Edward Dalton 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 Tony Edward Dalton charge for services?
Tony Edward Dalton'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 at MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

Thomas Allen Mccarthy
MARYSVILLE, OH
CFP
James B Cox
MARYSVILLE, OH
CFP
Ryan Edwin Mickelson
MARYSVILLE, OH
CFP
Wesley Wayne Bean
MARYSVILLE, OH
CFA
Megan Mccarthy Collins
MARYSVILLE, OH
CFP
Mark Robert Finney
MARYSVILLE, OH
CFP

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Research
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