Brian MCCARTHY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with MORNINGSTAR INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | 2024-11-06 | present | Yes |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | 2020-10-28 | 2023-09-28 | — |
| APELLA CAPITAL, LLC | 2018-03-27 | 2018-11-05 | — |
| SYMMETRY PARTNERS | 2014-05-01 | 2018-11-05 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2007-04-02 | 2007-11-29 | — |
| CANTELLA & CO., INC. | 2005-09-09 | 2007-04-03 | — |