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MM

Michael P. Mccarthy

ARIN RISK ADVISORS LLC
Conshohocken, PA 19428
Some features on this profile are disabled
CRD#: 1738079
MM

Professional summary


Michael P Mccarthy, who also goes by Michael Peter Mccarthy, is a registered financial advisor currently at ARIN RISK ADVISORS LLC located in Conshohocken, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael Peter Mccarthy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael P Mccarthy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 19, 2025 - Present

ARIN RISK ADVISORS LLC

Office #1: 1100 East Hector Street Suite 215, Conshohocken, PA 19428
RIA
CRD#: 151491
Conshohocken, PA
Past

April 25, 2022 - October 8, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WAYNE, PA
Past

June 5, 2012 - July 16, 2020

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
WEST CONSHOHOCKEN, PA
Past

November 24, 2009 - May 17, 2012

SESLIA SECURITIES

BD
CRD#: 30624
PHILADELPHIA, PA
Past

September 7, 2007 - November 7, 2009

CROWELL, WEEDON & CO.

BD
CRD#: 193
BALA CYNWYD, PA
Past

July 10, 2006 - September 7, 2007

CROWELL, WEEDON & CO.

BD
CRD#: 193
LOS ANGELES, CA
Past

May 9, 1997 - June 22, 2006

SAL EQUITY TRADING, GP

BD
CRD#: 29337
BALA CYNWYD, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AR
ARIN RISK ADVISORS LLC
ARIN RISK ADVISORS LLC | WHITFORD ADVISORY SERVICES

CRD#: 151491 / SEC#: 801-70598

RIA
Registered Investment Advisory firm - (9/15/2009 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(8/19/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/19/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/4/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


AR
ARIN RISK ADVISORS LLC
ARIN RISK ADVISORS LLC | WHITFORD ADVISORY SERVICES

CRD#: 151491 / SEC#: 801-70598

RIA
Registered Investment Advisory firm - (9/15/2009 Approved)
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Contact information


Main Address
1100 East Hector Street Suite 215, Conshohocken, PA 19428
Mailing Address
Phone number
(610) 822-3400
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARIN RISK ADVISERS DISCLOSURE BROCHURE (4/17/2025)

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 4,974,237,788

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARIN RISK ADVISORS LLC

CRD#: 151491Conshohocken, PA 19428

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