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Jeremiah Frank Mccarthy

WEALTH ADVISORS, LLC·SPRINGBORO, Ohio
Series 7, Series 66Clean record23 years registeredWEALTH ADVISORS, LLC
115 SOUTH MAIN STREET, SPRINGBORO, OH 45066CRD# 4092080Firm CRD# 135875

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremiah Frank Mccarthy · SPRINGBORO, OH
Registration
CRD #4092080 · WEALTH ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MCCARTHY WEALTH & TAX ADVISORS
Jul 2005 – present
ESI FINANCIAL ADVISORS
Mar 2003 – Aug 2005
SPRINGBORO, OH
AXA ADVISORS, LLC
Jan 2003 – Mar 2003
KETTERING, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 24, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH ADVISORS, LLC
CRD 135875 · SEC 801-130395
AUM
$133M
Regulatory assets under management
Employees
3
689 client accounts
Services offered by WEALTH ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jeremiah Frank Mccarthy offer?
Jeremiah Frank Mccarthy specializes in Investment Management, Fee-Only Advisory. Contact their office in SPRINGBORO, Ohio for a consultation.
What are Jeremiah Frank Mccarthy's credentials?
Jeremiah Frank Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremiah Frank Mccarthy located?
Jeremiah Frank Mccarthy is based in SPRINGBORO, Ohio, working with WEALTH ADVISORS, LLC. Their office serves clients in the SPRINGBORO metropolitan area and surrounding communities.
How does Jeremiah Frank Mccarthy charge for services?
Jeremiah Frank Mccarthy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH ADVISORS, LLC?
WEALTH ADVISORS, LLC has approximately 3 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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