RM
Robert A. Mccullough
MC2 FINANCIAL ADVISERS
Newtown Square, PA 19073
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CRD#: 5448042
RM
Professional summary
Robert Andrew Mccullough, CFP® is a registered financial advisor currently at MC2 FINANCIAL ADVISERS, INC. located in Newtown Square, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 1 firm .
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.
NAME: MCCULLOUGH & COMPANY, CPA'S NOT INVESTMENT RELATED ADDRESS: 90 S. NEWTOWN STREET ROAD, SUITE #8 PO BOX 432 NEWTOWN SQUARE, PA 19073 NATURE: ACCOUNTING, CONSULTING, TAX PREPARATION TITLE: PARTNER 50 HOURS PER MO DURING TRADING HOURS DUTIES: BUSINESS ACCOUNTING, CONSULTATION, TAX PREPARATION - BOTH BUSINESS AND INDIVIDUAL. Name: Radnor Wayne Little League Not Financial Services Related Address: 22 Wistar Road, Villanova, PA 19010 Nature: Volunteer Coach Hours: 10-15 hours per week on average during season Name: Delaware County Attorney/CPA Forum Not Financial Services Related Title Co-President Hours: 10 hours per year Attend 1 board meeting to pick topics and speakers per year
CRS (Client Relationship Summary) - RIA
Click below to view Robert Andrew Mccullough'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®
CFP®
Start date: 2007
Experience
Current
November 1, 2007 - Present
MC2 FINANCIAL ADVISERS, INC.
Office #1: 8 Smedley Lane, Newtown Square, PA 19073RIA
CRD#: 116309
Newtown Square, PA
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(11/1/2007)
Exams
Current Firm
MF
MC2 FINANCIAL ADVISERS, INC.
MC2 FINANCIAL ADVISERS, INC.
CRD#: 116309 / SEC#:
Pennsylvania
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Contact information
Main Address
8 Smedley Lane, Newtown Square, PA 19073
Mailing Address
Phone number
(610) 353-7777
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 64,997,904 |
Red Flags
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