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Brian Tyrone Gongaware

Mckinley Carter Wealth Services, Inc.

Wheeling, WV

Wexford, PA

CRD 4374989

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Employer firm

Mckinley Carter Wealth Services, Inc. CRD 135184

$2.31B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-05-12
  • PA RA
    APPROVED
    Since 2009-05-12

Branch Locations

2100 Market Street, Wheeling, WV 26003 • United States

100 Bradford Road Suite 400, Wexford, PA 15090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mckinley Carter Wealth Services, Inc. Wexford PA 04/2009 Present
Previous Registrations
  • 1999-06-14 → 2009-12-31
    Networth Investment Advisors, Inc.
    Mcmurray, PA
Other Businesses

BTGongo, LLC /Non-investment-related/ 310 Barberry Court, Mars, PA 16046 / LLC for the purpose of acquiring a rental condo / proprietor / 1 hour per month / no time spent during securities trading hours.

Designations
  • Certified Financial Planner

View on SEC IAPD

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