linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael K McCourt

Clarfeld

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael K McCourt

Michael K McCourt is a financial advisor registered with Clarfeld Financial Advisors, LLC in Tarrytown, NY. Michael McCourt is also registered with the state of Pennsylvania. He is a Certified Financial Planner and a Chartered Financial Analyst. Michael K McCourt previously worked with TRUIST INVESTMENT SERVICES, INC. in King of Prussia, PA, BB&T SECURITIES, LLC in Richmond, VA, and VANGUARD MARKETING CORPORATION in Malvern, PA. Michael McCourt has been in the financial industry for over 23 years.

Firm Information

Michael McCourt is currently registered with Clarfeld. Clarfeld, a subsidiary of Citizens Bank, is an investment advisor with offices in TARRYTOWN, NY. With over 160 professionals, Clarfeld provides portfolio management for individuals, businesses, and investment companies. They manage over $12.7 billion in assets for over 7,300 clients, including high-net-worth individuals, corporations, charitable organizations, and investment companies. Clarfeld also offers a variety of advisory services, including selection of other advisors, financial planning, and educational seminars.
Clarfeld

520 WHITE PLAINS ROAD

TARRYTOWN, NY 10591

$12.69B

Assets Under Management

1,851

Total Clients

38

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael McCourt’s Registration & Firm History

NY

05/04/2021 - Present

Clarfeld (TARRYTOWN NY)

PA

09/22/2020 - 04/12/2021

TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)

VA

09/16/2019 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

PA

02/16/1999 - 11/01/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Michael K McCourt is right for you?

Licenses & Designations

BC

Issued 09/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/23/2019

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/12/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael K McCourt.
Not sure if Michael K McCourt is right for you?