MCCARTHY J MICHAEL FINANCIAL ADVISOR INC
SEC file number 801-56829
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$62.8M
Discretionary AUM
$62.8M
Employees
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Clients
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Firm
- Address
- Phone
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- Website
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- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Greenshtein McCarthy, LP. Low name-match confidence · CIK 1748094 · OH
- MCCARTHY INVESTMENT COMPANY, LLC Low name-match confidence · CIK 1586327 · MO
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MCCARTHY INVESTMENT COMPANY, LLC · D/A · Oct 9, 2026
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Greenshtein McCarthy, LP. · D/A · Nov 13, 2025
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MCCARTHY INVESTMENT COMPANY, LLC · D/A · Oct 20, 2025