Alexandra Danielle Mccarthy

Employer firm

Stonemark Wealth Management CRD 158413

$610M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 07/2013 → 04/2018
  Corner Bakery Cafe
  Pasadena, CA
• 05/2018 → 02/2019
  Whittier Trust Company
  South Pasadena, CA
• 03/2019 → 08/2019
  Unemployed
  Valencia, CA
• 07/2019 → 08/2019
  Turners Operations Inc
  Palmdale, CA
• 09/2019 → 11/2019
  Ccilu Usa Inc
  Torrance, CA
• 07/2019 → 03/2020
  Propeller 5
  Los Angeles, CA
• 07/2019 → 03/2020
  Prime Now Llc
  Los Angeles, CA
• 04/2020 → 08/2020
  Unemployed
  Valencia, CA
• 09/2020 → Present
  Stonemark Wealth Management
  Pasadena, CA
• 08/2011 → 08/2018
  Woodbury University
  Burbank, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-30

Other Names

• Alexandra Danielle Thomas