# Joseph McCarthy

Joseph McCarthy is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with GLASS JACOBSON WEALTH ADVISORS, MERCER GLOBAL ADVISORS INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2025-12-22 | present | Yes |
| [GLASS JACOBSON WEALTH ADVISORS](https://search.stillhousedata.com/firm/120141) | 2023-06-09 | present | Yes |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2020-05-29 | 2023-05-22 | — |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-11-01 | 2019-05-23 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2016-10-17 | 2018-11-01 | — |
| [WMS ADVISORS, LLC](https://search.stillhousedata.com/firm/122224) | 2016-04-14 | 2016-10-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6392224)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6392224.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.