Grover Kelley Mccarthy

Employer firm

Stonemark Wealth Management CRD 158413

$610M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 06/2021
  Equitable Advisors, Llc
  New York, NY
• 09/2020 → 10/2020
  Unemployed
  Arcadia, CA
• 11/2017 → 08/2020
  Whittier Trust Company
  South Pasadena, CA
• 11/2019 → 07/2020
  Amazon Prime Now
  Los Angeles, CA
• 11/2019 → 12/2019
  Sportiela
  Los Angeles, CA
• 05/2018 → 08/2018
  Theopacific Corporation
  Placentia, CA
• 06/2015 → 08/2018
  Woodbury University
  Burbank, CA
• 05/2015 → 11/2016
  Corner Bakery
  Pasadena, CA
• 06/2021 → Present
  Stonemark Wealth Management
  Pasadena, CA

Previous Registrations

• 2021-02-14 → 2021-06-03
  Equitable Advisors, Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-02-10

Other Names

• Grover Mccarthy