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Nicole Lynn Gabriel

Mckinley Carter Wealth Services, Inc.

Wexford, PA

Wheeling, WV

CRD 6572927

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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
TX RA APPROVED 2021-12-08
PA RA APPROVED 2015-12-07
  • TX RA
    APPROVED
    Since 2021-12-08
  • PA RA
    APPROVED
    Since 2015-12-07

Branch Locations

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

2100 Market Street, Wheeling, WV 26003 • 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. Wheeling WV 07/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-07
  • S65 Uniform Investment Adviser Law Examination
    2015-12-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FRAGASSO FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
CITIZENS SECURITIES, INC.

Nearby Investors

TED WILLIAM DROST
DAVID PRATTI
TIMOTHY PAUL BUGGY

Nearby Offices

FRAGASSO FINANCIAL ADVISORS · Wexford, PA
EQUITABLE ADVISORS, LLC · WEXFORD, PA
CITIZENS SECURITIES, INC. · WEXFORD, PA

More in Wexford, PA

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