# Brian MCCARTHY

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORNINGSTAR INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/108031) | 2024-11-06 | present | Yes |
| [ENVESTNET RETIREMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/171570) | 2020-10-28 | 2023-09-28 | — |
| [APELLA CAPITAL, LLC](https://search.stillhousedata.com/firm/171106) | 2018-03-27 | 2018-11-05 | — |
| [SYMMETRY PARTNERS](https://search.stillhousedata.com/firm/120982) | 2014-05-01 | 2018-11-05 | — |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2007-04-02 | 2007-11-29 | — |
| [CANTELLA & CO., INC.](https://search.stillhousedata.com/firm/13905) | 2005-09-09 | 2007-04-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1889464)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1889464.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.