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Mckinley Carter Wealth Services, Inc. CRD 135184
$2.31B regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-29 |
| WV | RA | APPROVED | 2007-10-01 |
Branch Locations
2100 Market Street, Wheeling, WV 26003 • United States
Delray Beach, FL • United States
129 Summer Street Suite 200, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Carter Wealth Services, Inc. | Delray Beach | FL | 01/2018 | Present |
| Mckinley Carter Wealth Services, Inc. | Charleston | WV | 11/2011 | Present |
MANAGER OF GOFF MOUNTAIN HOLDINGS,LLC_FAMILY OWNED LLC SINCE 07/2006.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-07 |
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