Unclaimed Profile

Brian Ross Lipton

MCKINLEY CARTER WEALTH SERVICES, INC.·WHEELING, West Virginia

Clean record26 years registeredMCKINLEY CARTER WEALTH SERVICES, INC.

2100 MARKET STREET, WHEELING, WV 26003CRD# 4555187Firm CRD# 135184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Ross Lipton · WHEELING, WV

Registration

CRD #4555187 · MCKINLEY CARTER WEALTH SERVICES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCKINLEY CARTER WEALTH SERVICES, INC.

MCKINLEY CARTER WEALTH SERVICES, INC.

Mar 2014 – Oct 2025

GAITHERSBURG, MD

YELLOWWOOD FINANCIAL ADVISORS, INC.

Jan 2000 – May 2014

GAITHERSBURG, MD

Registrations & Exams

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCKINLEY CARTER WEALTH SERVICES, INC.

CRD 135184 · SEC 801-64584

AUM

$2.3B

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Brian Ross Lipton offer?

Brian Ross Lipton specializes in Financial Planning, Investment Management, Wealth Management.

What are Brian Ross Lipton's credentials?

Brian Ross Lipton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Ross Lipton located?

Brian Ross Lipton is based in WHEELING, West Virginia, last registered with MCKINLEY CARTER WEALTH SERVICES, INC..

How does Brian Ross Lipton charge for services?

Brian Ross Lipton'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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