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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCarthy is an Investment Advisor Representative, registered with Savvy. Michael is based in Boston, Massachusetts and works with individuals, corporations, high net worth individuals, pension and profit sharing plans and charitable organizations. Michael has been working in the industry since September 2010 and has completed the Uniform Investment Adviser Law Examination. Michael holds a Certified Financial Planner designation. Michael has experience at Northeastern University, JP Morgan, BNY Mellon Wealth Management, Ballentine Partners LLC and Savvy.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MA
07/19/2022 - Present
Savvy (Boston MA)
IA
Issued 06/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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