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Mary Catherine McNutt is a registered investment advisor representative with 1015 Capital Partners, LLC. Mary is a Series 65 licensed advisor and has been in the industry since July of 2012. Mary has experience working with various clients, including high net worth individuals and charitable organizations. Her firm, 1015 Capital Partners, LLC, focuses on providing financial planning and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
07/31/2024 - Present
1015 Capital Partners, LLC (Narberth PA)
IA
Issued 07/31/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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