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Brian Tyrone Gongaware

MCKINLEY CARTER WEALTH SERVICES, INC.·WHEELING, West Virginia
Clean record27 years registeredMCKINLEY CARTER WEALTH SERVICES, INC.
2100 MARKET STREET, WHEELING, WV 26003CRD# 4374989Firm CRD# 135184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Tyrone Gongaware · WHEELING, WV
Registration
CRD #4374989 · MCKINLEY CARTER WEALTH SERVICES, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

MCKINLEY CARTER WEALTH SERVICES, INC.
May 2009 – present
NETWORTH INVESTMENT ADVISORS, INC.
Jun 1999 – Dec 2009
MCMURRAY, PA
02

Registrations & Exams

Registration record
First registered · June 14, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCKINLEY CARTER WEALTH SERVICES, INC.
CRD 135184 · SEC 801-64584
AUM
$2.3B
Regulatory assets under management
Employees
48
5,211 client accounts
Services offered by MCKINLEY CARTER WEALTH SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCKINLEY CARTER WEALTH SERVICES, INC. →
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05

Frequently Asked Questions

What services does Brian Tyrone Gongaware offer?
Brian Tyrone Gongaware specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEELING, West Virginia for a consultation.
What are Brian Tyrone Gongaware's credentials?
Brian Tyrone Gongaware is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Tyrone Gongaware located?
Brian Tyrone Gongaware is based in WHEELING, West Virginia, working with MCKINLEY CARTER WEALTH SERVICES, INC.. Their office serves clients in the WHEELING metropolitan area and surrounding communities.
How does Brian Tyrone Gongaware charge for services?
Brian Tyrone Gongaware'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 MCKINLEY CARTER WEALTH SERVICES, INC.?
MCKINLEY CARTER WEALTH SERVICES, INC. has approximately 48 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCKINLEY CARTER WEALTH SERVICES, INC.

Brian Ross Lipton
WHEELING, WV
John James Binz
WHEELING, WV
Arthur Lawrence Crimmins
WHEELING, WV
William R Shipley
WHEELING, WV
Frederic Howells Tipper
WHEELING, WV
William Walden Carter
WHEELING, WV

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