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Caelan Angus McCarthy

Princeton Capital Management LLC

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About Caelan Angus McCarthy

Caelan Angus McCarthy is a financial advisor at Princeton Capital Management LLC. Caelan is a Certified Financial Planner with over 6 years of experience in the financial services industry. Caelan is registered with the state of New Jersey and holds the Series 7, Series 66 and SIE licenses. Caelan specializes in providing financial advice to high-net-worth individuals, families, and charitable organizations. Caelan's previous experience includes working as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Caelan is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Caelan McCarthy is currently registered with Princeton Capital Management LLC. Princeton Capital Management LLC is a Registered Investment Advisor headquartered in RED BANK, NJ, with approximately $304.65 million in regulatory assets under management. The firm advises individuals, high-net-worth individuals, corporations, charitable organizations, civic organizations, educational organizations, artistic organizations, and pooled investment vehicles. The firm offers portfolio management for individuals, businesses, and pooled investment vehicles. They also participate in wrap fee programs.
Princeton Capital Management LLC

151 BODMAN PLACE

RED BANK, NJ 07701-1074

$304.65M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Performance fee paid to related party

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Caelan McCarthy’s Registration & Firm History

NJ

10/10/2023 - Present

Princeton Capital Management LLC (RED BANK NJ)

NJ

04/27/2017 - 10/02/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)

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Licenses & Designations

BOTH

Issued 09/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caelan Angus McCarthy.
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