Best Investors Account Sign in
Inactive

Stephen Peter Mccarthy

Mccarthy Asset Management, Inc.

Redwood Shores, CA

Claim This Profile
Current Employers
Mccarthy Asset Management, Inc.

3 Lagoon Drive, Suite 155, Redwood Shores, CA 94065 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-26
CA RA APPROVED 2005-08-02
  • TX RA
    APPROVED
    Since 2019-02-26
  • CA RA
    APPROVED
    Since 2005-08-02

Branch Locations

3 Lagoon Drive Suite 155, Redwood Shores, CA 94065 • 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
Mccarthy Asset Management, Inc. Redwood Shores CA 11/2004 Present
Stephen P. Mccarthy, Cpa San Mateo CA 09/1986 Present
Designations
Other Names
  • Steve Peter Mccarthy

View on SEC IAPD

Other Firms

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
TWIN LAKES CAPITAL
NAVIGATION GROUP LLC
EP WEALTH ADVISORS
LPL FINANCIAL LLC
MERCURIUS MEDIA CAPITAL LLC
REDWOOD PARK ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

DEREK MICHAEL HOBBS
Carlos Alberto Perez
RYAN PATRICK IGNACIO
Julie Chan O'Rourke
KAREN KELLER FRANCO
CARLO ANTHONY PANACCIONE
ERIK SHANNON DAVIS
MIN GYO KIM

Other Offices

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT · REDWOOD CITY, CA
TWIN LAKES CAPITAL · REDWOOD SHORES, CA
NAVIGATION GROUP LLC · REDWOOD SHORES, CA
MCCARTHY ASSET MANAGEMENT, INC. · REDWOOD SHORES, CA
EP WEALTH ADVISORS · Redwood City, CA
NAVIGATION GROUP LLC · REDWOOD SHORES, CA
NAVIGATION GROUP LLC · REDWOOD CITY, CA
TWIN LAKES CAPITAL · REDWOOD SHORES, CA

More in Redwood Shores, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor