Claim Profile
EG

Edward Michael Mc Gervey

MCGERVEY WEALTH MANAGEMENT, LLC·NORTH CANTON, Ohio
Unclaimed Profile
6263 FRANK AVENUE, NW, NORTH CANTON, OH 44720CRD# 4453098Firm CRD# 151969
01

About

Edward Michael Mc Gervey is a registered financial advisor based in NORTH CANTON, Ohio, affiliated with MCGERVEY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MCGERVEY WEALTH MANAGEMENT, LLC
MCGERVEY WEALTH MANAGEMENT, LLC
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4453098
Firm CRD# 151969
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTH CANTON?

Browse all registered financial advisors in NORTH CANTON, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Edward Michael Mc Gervey offer?
Edward Michael Mc Gervey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH CANTON, Ohio for a consultation.
What are Edward Michael Mc Gervey's credentials?
Edward Michael Mc Gervey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Michael Mc Gervey located?
Edward Michael Mc Gervey is based in NORTH CANTON, Ohio, working with MCGERVEY WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTH CANTON metropolitan area and surrounding communities.
How does Edward Michael Mc Gervey charge for services?
Edward Michael Mc Gervey'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 MCGERVEY WEALTH MANAGEMENT, LLC?
MCGERVEY WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty