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RM

Robert P. Mccarthy

ALTERNATIVE CAPITALIS
WRENTHAM, MA
Some features on this profile are disabled
CRD#: 4346871
RM

Professional summary

Robert Paul Mccarthy is a registered financial advisor currently at ALTERNATIVE CAPITALIS, LLC located in Wrentham, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Robert Paul Mccarthy's 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

June 23, 2025 - Present

ALTERNATIVE CAPITALIS, LLC

RIA
CRD#: 282775
WRENTHAM, MA
Past

December 11, 2024 - November 26, 2025

KANON BLOCH CARRE

RIA
CRD#: 145988
HANSON, MA
Past

March 13, 2008 - December 31, 2017

KANON BLOCH CARRE

RIA
CRD#: 145988
HANSON, MA
Past

April 13, 2001 - November 16, 2009

RINET COMPANY, LLC

RIA
CRD#: 106979
BOSTON, MA

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
Florida
(12/19/2025)
IAR
Maine
(10/17/2025)
IAR
Massachusetts
(6/23/2025)
IAR
New Hampshire
(10/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/16/2025
Uniform Investment Adviser Law Examination

Current Firm

AC
ALTERNATIVE CAPITALIS, LLC
ALTERNATIVE CAPITALIS, LLC | VANTINE INVESTMENT MANAGEMENT

CRD#: 282775 / SEC#:

Florida
Registered Investment Advisory firm - (9/28/2016 Approved)
Maine
Registered Investment Advisory firm - (9/22/2023 Approved)
Massachusetts
Registered Investment Advisory firm - (4/14/2016 Approved)
New Hampshire
Registered Investment Advisory firm - (5/3/2016 Approved)
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Contact information

Main Address
Wrentham, MA
Mailing Address
Phone number
(551) 258-3476
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts228
AUM (Assets Under Management)$ 92,714,517

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

ALTERNATIVE CAPITALIS, LLC

CRD#: 282775Wrentham, MA

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