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CC

Catherine A. Cucharale

MCLAUGHLIN RYDER INVESTMENTS
ALEXANDRIA, VA 22314
Some features on this profile are disabled
CRD#: 3054881
CC

Professional summary

Catherine Ann Cucharale, who also goes by Catherine Ann Cucharale, Catherine Ann Morrill, is a registered financial professional currently at MCLAUGHLIN RYDER INVESTMENTS, INC. located in Alexandria, Virginia.

Catherine is registered as a RR (Registered Representative) and started their career in finance in 2007. Catherine has worked at 7 firms and has passed the Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Catherine Ann Cucharale | Catherine Ann Morrill

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) - BD

Click below to view Catherine Ann Cucharale'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

January 5, 2021 - Present

MCLAUGHLIN RYDER INVESTMENTS, INC.

Office #1: 1421 Prince Street Suite 200, Alexandria, VA 22314Office #2: 1421 Prince Street Suite 200, Alexandria, VA 22314
RIA
BD
CRD#: 147529
ALEXANDRIA, VA
Past

July 30, 2025 - September 3, 2025

LINDEN THOMAS AND COMPANY SECURITIES, LLC

BD
CRD#: 290244
CHARLOTTE, NC
Past

August 7, 2024 - March 24, 2025

PHILLIPS & COMPANY

BD
CRD#: 35800
PORTLAND, OR
Past

September 29, 2023 - April 30, 2025

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

April 13, 2021 - March 13, 2024

BLEY INVESTMENT GROUP, INC.

BD
CRD#: 26678
FORT WORTH, TX
Past

December 7, 2018 - May 28, 2019

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
New Hartford, NY
Past

July 12, 2007 - December 13, 2018

M. GRIFFITH INVESTMENT SERVICES, INC.

BD
CRD#: 2078
NEW HARTFORD, NY

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".
MR
MCLAUGHLIN RYDER INVESTMENTS, INC.
MCLAUGHLIN RYDER INVESTMENTS, INC. | ZANDER EVANS SECURITIES, INC.

CRD#: 147529 / SEC#: 801-107125, 8-67911

RIA
Registered Investment Advisory firm - SEC (2/9/2016 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MR
MCLAUGHLIN RYDER INVESTMENTS, INC.
MCLAUGHLIN RYDER INVESTMENTS, INC. | ZANDER EVANS SECURITIES, INC.

CRD#: 147529 / SEC#: 801-107125, 8-67911

RIA
Registered Investment Advisory firm - SEC (2/9/2016 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1421 Prince Street Suite 200, Alexandria, VA 22314
Mailing Address
1421 Prince Street Suite 200, Alexandria, VA 22314
Phone number
(703) 684-9222
Established
Minnesota since 07/02/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
3

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MCLAUGHLIN RYDER WRAP PROGRAM BROCHURE (3/6/2025)
MCLAUGHLIN RYDER ADV PART 2A DISCLOSURE BROCHURE (3/6/2025)

Direct owners and executive officers

NamePositionCRD#
THE MCLAUGHLIN COMPANIES, LLCPARENT COMPANY
CUCHARALE, CATHERINECHIEF COMPLIANCE OFFICER3054881
MCLAUGHLIN, SHAWN PATRICKPRESIDENT, CEO1232710
STAMOVA, ILINAFINOP5500851

Regulatory assets under management

Total Number of Accounts706
AUM (Assets Under Management)$ 471,632,619

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

MCLAUGHLIN RYDER INVESTMENTS, INC.

CRD#: 147529Alexandria, VA 22314

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