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Michael Joseph Mccarthy

Savvy

Boston, MA

CRD 7100043

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Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-19
  • MA RA
    APPROVED
    Since 2022-07-19

Branch Locations

Boston, MA • 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 Menlo Park CA 09/2016 04/2019
Ballentine Partners Llc Waltham MA 04/2019 06/2022
Savvy Advisors Inc New York NY 07/2022 Present
  • 09/2016 → 04/2019
    Bny Mellon Wealth Management
    Menlo Park, CA
  • 04/2019 → 06/2022
    Ballentine Partners Llc
    Waltham, MA
  • 07/2022 → Present
    Savvy Advisors Inc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-19
  • S65 Uniform Investment Adviser Law Examination
    2019-06-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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