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Current Employers
Barlas O'REilly Wealth Management, Llc

905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-09-04
  • FL RA
    APPROVED
    Since 2019-09-04

Branch Locations

905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689 • 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
Megastar Advisors Tarpon Springs FL 03/2014 Present
Trac Asset Management Llc Tarpon Springs FL 01/2016 Present
Barlas O'REilly Wealth Management, Llc Tarpon Springs FL 07/2019 Present
Megastar Advisors, Llc Tarpon Springs FL 03/2014 Present
Previous Registrations
  • 2016-04-07 → 2019-08-22
    Tarpon Springs, FL
    Tarpon Springs, FL
    Tarpon Springs, FL
    Odessa, FL
    Oak Brook, IL
    Odessa, FL
  • 2014-07-16 → 2015-04-30
    Tarpon Springs, FL
    Williamston, MI
  • 2013-07-09 → 2014-04-16
    Palm Harbor, FL
    Williamston, MI
  • 2010-12-10 → 2012-11-09
    American Investment Services
    Palm Harbor, FL
Other Businesses

Ryan McCarty is Vice President/Managing Partner/Chief Business Development Office at Megastar Advisors, LLC. Investment related. Ryan trains independent insurance planners, oversees daily operations of Megastar Advisors. Insurance Investment related Address: 905 E. MLK Jr. Drive Suite 600, Tarpon Springs, FL 34689. Ryan Joseph McCarty is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Barlas O'Reilly Wealth Management, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Barlas O'Reilly Wealth Management, LLC in their capacity as a licensed insurance agent. Ryan McCarty is President of Federation of Federal Employee Benefit Advocates, LLC. Ryan oversees marketing and general education operations. (Educational Only) Ryan McCarty oversees independent financial planners at Retirement Transitions Advisory Group in Gastonia, NC office. (Insurance Only) Ryan McCarty oversees marketing and general education operations at Pension Navigators. (Educational Only) Ryan McCarty oversees Marketing and General education operations at The Learning Lab. (Education Only) Ryan McCarty oversees Marketing and General Education operations at Overflow. (Education Only) Ryan McCarty is President of McCarty Inc., a Financial Consultation Company . Ryan meets occasionally with financial/insurance clients. Ryan sells fixed insurance products, managed portfolios, and/or life insurance when necessary. Ryan McCarty dedicates approximately 75% of his time with Megastar Advisors and 25% on his other business activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-15
  • S65 Uniform Investment Adviser Law Examination
    2010-10-15
Other Names
  • Ryan J Mccarty

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