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Edward Michael Mc Gervey

MCGERVEY WEALTH MANAGEMENT, LLC·NORTH CANTON, Ohio
Clean recordMCGERVEY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

Firm
MCGERVEY WEALTH MANAGEMENT, LLC
MCGERVEY WEALTH MANAGEMENT, LLC
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MCGERVEY WEALTH MANAGEMENT, LLC →
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
View on FINRA BrokerCheck →

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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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