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Mccartney Wealth Management LLC CRD 154722
$221M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7733 Forsyth Blvd 11Th Floor, Saint Louis, MO 63105-1878 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2010-08-31 |
Branch Locations
7733 Forsyth Blvd 11Th Floor, Saint Louis, MO 63105-1878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccartney Wealth Management Llc | Saint Louis | MO | 08/2010 | Present |
I AM LICENSED AS AN ATTORNEY IN MISSOURI AND SOMETIMES HELP FRIENDS WITH LEGAL MATTERS. I HAVE NOT ACTIVELY ENGAGED IN THESE SERVICES IN THE PAST 2 YEARS. HOWEVER, I MAY, IF THE SITUATION ARISES, PROVIDE SOME LEGAL SERVICES TO INDIVIDUALS I KNOW IN COMPLIANCE WITH ALL ETHICAL OBLIGATIONS AND APPLICABLE LAWS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-29 |
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