Brendan Edward Mccarthy

Current Employers

Employment History

• 11/2001 → Present
  New York Life Insurance Company
  Waltham, MA
• 05/2009 → Present
  Mccarthy Financial, Llc
  Waltham, MA
• 08/2021 → Present
  Eagle Strategies Llc
  Woburn, MA
• 12/2012 → Present
  Nylife Securities Llc
  Woburn, MA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF SELLING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 05/2009] [OPERATING UNDER THE DBA NAME OF MCCARTHY FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 600 UNICORN PARK DRIVE 2ND FLOOR WOBURN, MA 01801-3343; START DATE: 05/2009] [Hilltop Investment Group, LLC; Hilltop is a Real Estate Investment Group.; 1939 Duncan Drive, Scotch Plains, NJ 07076; Start Date 04/2018; Role/Title: Member; Investment Related; 6 hours per month; 1 hours per month during securities trading hours; review, discuss and invest in the opportunities when the other Hilltop members find the real estate that accomplishes the long term objective] [Wellesley, MA - 6 Grade Metro West AAU Girls Basketball; Assistant Coach to my daughters Basketball team. Wellesley, MA - 6 Grade Metro West AAU Girls Basketball team. I am the 3rd assistant and the season is from Dec to March.; 21 Hilliside Rd, Wellesley Hills, MA 02481; Start Date 02/2024; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Coaching]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-26
• S63 Uniform Securities Agent State Law Examination
  2005-12-08