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Dustin Mark McCarty

Wasatch Advisors LP

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About Dustin Mark McCarty

Dustin McCarty is an investment advisor representative with Wasatch Advisors LP, a registered investment advisor. Dustin McCarty is registered with the state of Utah as an Investment Advisor Representative. The advisor has 13 years of experience in the securities industry. Dustin McCarty is also registered with the state of Utah as a Broker. The advisor has been registered with the state of Utah since 2012.

Firm Information

Dustin McCarty is currently registered with Wasatch Advisors LP. Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.
Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

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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provide model portfolio data to clients

Provide model portfolio data to clients

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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Dustin McCarty’s Registration & Firm History

UT

07/06/2012 - Present

Wasatch Advisors LP (SALT LAKE CITY UT)

UT

10/21/2008 - 08/06/2010

ALPS DISTRIBUTORS, INC. (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 02/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dustin Mark McCarty.
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