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Thomas Jeremiah McCarthy

Capital Analysts

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About Thomas Jeremiah McCarthy

Thomas Jeremiah McCarthy is a financial professional with over 35 years of experience in the industry. Thomas Jeremiah McCarthy currently works at Capital Analysts, and is registered to provide investment advice in 22 states. Thomas Jeremiah McCarthy is a member of the Board and Chair of the Quality, Service, Value Committee for South Shore Health. Thomas Jeremiah McCarthy also serves as a principal and agent for KAF WEALTH MANAGEMENT and KAF FINANCIAL ADVISORS, LLC. Thomas Jeremiah McCarthy specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.

Firm Information

Thomas McCarthy is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

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

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percentage of assets

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

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Thomas McCarthy’s Registration & Firm History

MA

06/12/2012 - Present

Capital Analysts (Braintree MA)

MA

05/21/1987 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (BRAINTREE MA)

MA

05/01/1997 - 07/08/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

04/02/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

10/23/1992 - 03/07/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 06/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Jeremiah McCarthy.
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