Scott M Mccarthy

Current Employers

Employment History

• 01/2006 → Present
  Waterford Advisors
  Williamsville, NY
• 04/2008 → Present
  Cadaret, Grant & Co., Inc.
  Williamsville, NY
• 07/2014 → Present
  Cambridge Consulting, Inc.
  Williamsville, NY
• 09/2011 → Present
  Cambridge Advisors, Llc
  Williamsville, NY
• 09/2011 → Present
  Cambridge Advisors, Llc
  Williamsville, NY

Other Businesses

Employed as a tax advisor and Senior Consultant as a W-2 employee of Cambridge Consulting, Inc. No commissions are received from this business Baseline Enterprises LLC, LLC Manager, Duties: Manage Investments, Start date: 3/9/2020 Oakland Opportunity Fund, LLC, LLC Pension Plan, LLC Manager, Duties: Manage Investments, Start date: 9/4/2020 MLM International LLC, LLC Manager, Duties: Manage Investments, Start date: 9/4/2020 McCarthy Family Irrev Trust, Family Trustee & Beneficiary, Duties: Family Trustee & Manage Investments, Start date: 11/26/2012 JCM Niagara, LLC, LLC Manager & 1% partnership interest, Duties: Manage Investments, Start date: 7/5/2013 Cambridge Ontario, LLC, LLC Manager & 100% owner, Duties: Manage Investments, Start date: 7/5/2013 Aum Irrevocable Trust, Independent Trustee for close friend's family trust, Duties: Independent Distribution Trustee, Start date: 11/25/2013 Cambridge Consulting, LLC, Employee, Duties: Consultant Tax compliance & advice, Start date: 6/24/2014 Value Point Associates, LLC, LLC Manager & 401k Plan TTEE 25% owned by JCM Niagara, LLC, Duties: Chief Financial Officer duties & trustee, Start date: 8/21/2014 VPA Benefits, LLC, LLC Manager 25% owned by JCM Niagara, LLC, Duties: Chief Financial Officer duties, Start date: 8/21/2020 Popp Family Trust, Independent trustee for close relative's family trust, Duties: Independent Distribution Trustee, Start date: 5/17/2021 Marian L. McCarthy RLT, Co-trustee of Mother's Revocable Living Trust, Duties: Concurrent trustee, Start date: 6/25/2020 New Epoch Trust c/o Premier Trust Co., Family Trustee & Beneficiary, Family Trustee & Manage Investments, Start date: 12/7/2020

Exams

• S66 Uniform Combined State Law Examination
  2008-06-14

Designations

Other Names

• Scott M Mccarthy
• Scott Michael Mccarthy