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Colin Geoffrey McCarthy

Invesco Advisers, Inc.

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About Colin Geoffrey McCarthy

Colin Geoffrey McCarthy is a financial advisor with over 10 years of experience in the industry. Colin is currently registered with Invesco Advisers, Inc. in Texas. Prior to joining Invesco Advisers, Inc., Colin worked at BlackRock Investments, LLC and Putnam Retail Management Limited Partnership. Colin is also a board member of Learning Empowered, a non-profit organization serving the underserved community in Pinellas County, Florida. Colin specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Colin McCarthy is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Colin McCarthy’s Registration & Firm History

FL

04/02/2024 - Present

Invesco Advisers, Inc. (Fort Lauderdale FL)

FL

05/23/2017 - 03/26/2024

BLACKROCK INVESTMENTS, LLC (WEST PALM BEACH FL)

MA

08/23/2013 - 05/23/2017

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 07/13/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/23/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colin Geoffrey McCarthy.
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