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Jeffrey Stenhouse

Mckinley Carter Wealth Services, Inc.

Charleston, WV

Wheeling, WV

CRD 7361248

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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
WV RA APPROVED 2021-06-22
  • TX RA
    APPROVED
    Since 2021-12-08
  • WV RA
    APPROVED
    Since 2021-06-22

Branch Locations

129 Summers St, Suite 200, Charleston, WV 25301 • 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 Charleston WV 03/2021 Present
Unemployed Clendenin WV 02/2021 02/2021
Ellis Insurance Agency Charleston WV 01/2020 02/2021
It Solutions Llc South Charleston WV 12/2019 01/2020
Unemployed Clendenin WV 06/2019 12/2019
Boone County Schools Madison WV 08/2018 05/2019
Education Alliance Wv Charleston WV 05/2018 08/2018
University Of Charleston Charleston WV 08/2014 05/2018
  • 03/2021 → Present
    Mckinley Carter Wealth Services, Inc
    Charleston, WV
  • 02/2021 → 02/2021
    Unemployed
    Clendenin, WV
  • 01/2020 → 02/2021
    Ellis Insurance Agency
    Charleston, WV
  • 12/2019 → 01/2020
    It Solutions Llc
    South Charleston, WV
  • 06/2019 → 12/2019
    Unemployed
    Clendenin, WV
  • 08/2018 → 05/2019
    Boone County Schools
    Madison, WV
  • 05/2018 → 08/2018
    Education Alliance Wv
    Charleston, WV
  • 08/2014 → 05/2018
    University Of Charleston
    Charleston, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-05
  • S65 Uniform Investment Adviser Law Examination
    2021-04-05

View on SEC IAPD

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MORGAN STANLEY
THE HUNTINGTON INVESTMENT COMPANY

Nearby Investors

JOHN JEFFREY SARTAINE
JAMES M BALL
Austin Lee Rosencrance

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV

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