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Edward Michael Mc Gervey

MCGERVEY WEALTH MANAGEMENT, LLC·NORTH CANTON, Ohio
Series 7, Series 66Clean record24 years registeredMCGERVEY WEALTH MANAGEMENT, LLC
6263 FRANK AVENUE, NW, NORTH CANTON, OH 44720CRD# 4453098Firm CRD# 151969

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Michael Mc Gervey · NORTH CANTON, OH
Registration
CRD #4453098 · MCGERVEY WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Jan 2023 – present
MCGERVEY WEALTH MANAGEMENT, LLC
Dec 2009 – Jan 2023
CANTON, OH
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 2001 – Dec 2009
NORTH CANTON, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · October 11, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCGERVEY WEALTH MANAGEMENT, LLC
CRD 151969 · SEC 801-70749
AUM
$50M
Regulatory assets under management
Employees
1
352 client accounts
Services offered by MCGERVEY WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCGERVEY WEALTH MANAGEMENT, LLC →
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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.
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