Terrence Eugene Mccarthy

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2013 → 02/2020
  Pnc Funds Distributor, Llc
  Grand Rapids, MI
• 10/2013 → 03/2020
  Pnc Capital Advisors, Llc
  Grand Rapids, MI
• 02/2020 → Present
  Pnc Capital Marekts, Llc
  Pittsburgh, PA
• 02/2020 → 12/2023
  Pnc Bank
  Pittsburgh, PA
• 02/2020 → 12/2023
  Pnc Capital Markets, Llc
  Pittsburgh, PA
• 02/2024 → 06/2025
  Fidelity Investments
  Grand Rapids, MI
• 12/2023 → 02/2024
  Unemployed
  Grand Rapids, MI
• 03/2025 → 06/2025
  Fidelity Investments
  Boston, MA
• 08/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Grand Rapids, MI
• 08/2025 → Present
  Independent Bank
  Grand Rapids, MI

Previous Registrations

• 2025-03-31 → 2025-06-11
  Strategic Advisers Llc
  Grand Rapids, MI
  Grand Rapids, MI
  Boston, MA
• 2024-03-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Grand Rapids, MI
• 2014-01-03 → 2023-12-07
  Pnc Capital Advisors Llc
  Grand Rapids, MI
• 2003-09-11 → 2013-10-08
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2003-09-11 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-31
• S63 Uniform Securities Agent State Law Examination
  1999-05-10

Other Names

• Terrence Eugene Mccarthy
• Terrence Mccarthy
• Terrence E Mccarthy