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Mckinley Carter Wealth Services, Inc. CRD 135184
$2.31B regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED | 2020-12-04 |
| WV | RA | APPROVED | 2019-09-05 |
Branch Locations
129 Summers Street Suite 200, Charleston, WV 25301 • United States
2100 Market Street, Wheeling, WV 26003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Huntington | WV | 07/2012 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2012 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Charleston | WV | 10/2017 | 07/2019 |
| Unemployed, Extended Travel | Barboursville | WV | 02/2017 | 10/2017 |
| Mckinley Carter Wealth Services | Charleston | WV | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-24 |
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