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Vincent Sean McCarron

Obsidian Personal Planning Solutions, LLC

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About Vincent Sean McCarron

Vincent McCarron is a financial advisor with Obsidian Personal Planning Solutions, LLC. Vincent has been in the industry since 2001 and is licensed to provide financial advice in Maryland and Virginia. Vincent has experience working with clients of all ages and income levels, helping them to achieve their financial goals. Vincent offers a variety of financial services, including financial planning, investment management, and retirement planning. Vincent is committed to providing personalized service to each of his clients.

Firm Information

Vincent McCarron is currently registered with Obsidian Personal Planning Solutions, LLC. Obsidian Personal Planning Solutions, LLC is a registered investment advisor located in Rockville, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $312 million in assets for over 864 clients. Obsidian also participates in wrap fee programs.
Obsidian Personal Planning Solutions, LLC

2099 GAITHER ROAD

ROCKVILLE, MD 20850

$312.82M

Assets Under Management

5

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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 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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Vincent McCarron’s Registration & Firm History

MD

01/10/2024 - Present

Obsidian Personal Planning Solutions, LLC (ROCKVILLE MD)

MD

08/02/2017 - 08/23/2024

TRIAD ADVISORS LLC (Rockville MD)

MD

11/09/2001 - 08/02/2017

NATIONAL PLANNING CORPORATION (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 07/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2004

Series 7 - General Securities Representative Examination

BC

Issued 11/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent Sean McCarron.
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