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Mary Catherine Mcnutt

1015 Capital Partners, LLC

Narberth, PA

CRD 6087838

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Employer firm

1015 Capital Partners, LLC CRD 328453

$150M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
1015 Capital Partners, Llc

Pottstown, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-31
  • PA RA
    APPROVED
    Since 2024-07-31

Branch Locations

933 Montgomery Ave. Suite 1022, Narberth, PA 19072 • 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
Bny Mellon, Wealth Management Philadelphia PA 11/2015 04/2024
1015 Capital Partners, Llc Narberth PA 04/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-31
  • S65 Uniform Investment Adviser Law Examination
    2024-07-31

View on SEC IAPD

Nearby Firms

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ATLAS

Nearby Investors

MICHELLE JENNIFER BLASS
Jessica Kagin-Tropea
Kevin Auerbach

Nearby Offices

AUERBACH INVESTMENT SERVICES, LLC · NARBERTH, PA
EMKO INDUSTRIAL GP I LLC · NARBETH, PA
ATLAS · Wynnewood, PA

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