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Sean Christopher McCarthy

Berkshire Global Advisors LP

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About Sean Christopher McCarthy

Sean McCarthy is a financial advisor with Berkshire Global Advisors LP, with over 10 years of experience in the industry. He is registered in Arizona, Colorado, New York, Ohio and Pennsylvania. Sean McCarthy is qualified to offer investment banking services, and holds the Series 63, Series 79 and SIE licenses.

Firm Information

Sean McCarthy is currently registered with Berkshire Global Advisors LP. Berkshire Global Advisors LP is an investment advisor registered with the SEC and in 27 states. The firm was formed on August 1, 2018.

Not reported

Assets Under Management

Not reported

Total Clients

3

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.

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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Sean McCarthy’s Registration & Firm History

NY

08/21/2012 - Present

Berkshire Global Advisors LP (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Christopher McCarthy.
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