RM
Ryan J. Mccarty
BARLAS O'REILLY WEALTH MANAGEMENT
Tarpon Springs, FL 34689
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CRD#: 5822217
RM
Professional summary
Ryan Joseph Mccarty, who also goes by Ryan J Mccarty, is a registered financial advisor currently at BARLAS O'REILLY WEALTH MANAGEMENT, LLC located in Tarpon Springs, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan J Mccarty
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.
Ryan McCarty is Vice President/Managing Partner/Chief Business Development Office at Megastar Advisors, LLC. Investment related. Ryan trains independent insurance planners, oversees daily operations of Megastar Advisors. Insurance Investment related Address: 905 E. MLK Jr. Drive Suite 600, Tarpon Springs, FL 34689. Ryan Joseph McCarty is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Barlas O'Reilly Wealth Management, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Barlas O'Reilly Wealth Management, LLC in their capacity as a licensed insurance agent. Ryan McCarty is President of Federation of Federal Employee Benefit Advocates, LLC. Ryan oversees marketing and general education operations. (Educational Only) Ryan McCarty oversees independent financial planners at Retirement Transitions Advisory Group in Gastonia, NC office. (Insurance Only) Ryan McCarty oversees marketing and general education operations at Pension Navigators. (Educational Only) Ryan McCarty oversees Marketing and General education operations at The Learning Lab. (Education Only) Ryan McCarty oversees Marketing and General Education operations at Overflow. (Education Only) Ryan McCarty is President of McCarty Inc., a Financial Consultation Company . Ryan meets occasionally with financial/insurance clients. Ryan sells fixed insurance products, managed portfolios, and/or life insurance when necessary. Ryan McCarty dedicates approximately 75% of his time with Megastar Advisors and 25% on his other business activities.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 4, 2019 - Present
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
Office #1: 905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689RIA
CRD#: 298413
Tarpon Springs, FL
Past
April 7, 2016 - August 22, 2019
TRAC ASSET MANAGEMENT LLC
RIA
CRD#: 170662
ODESSA, FL
Past
July 16, 2014 - April 30, 2015
CG ADVISORY SERVICES
RIA
CRD#: 110929
HASLETT, MI
Past
July 9, 2013 - April 16, 2014
CG ADVISORY SERVICES
RIA
CRD#: 110929
PALM HARBOR, FL
Past
December 10, 2010 - November 9, 2012
AMERICAN INVESTMENT SERVICES
RIA
CRD#: 144088
PALM HARBOR, FL
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(9/4/2019)
Current Firm
BO
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
BARLAS CHAMBERS O'REILLY WEALTH MANAGEMENT, LLC | O'REILLY CAPITAL MANAGEMENT, LLC | BARLAS O'REILLY WEALTH MANAGEMENT, LLC
CRD#: 298413 / SEC#:
Florida
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Contact information
Main Address
905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689
Mailing Address
Phone number
(727) 474-0382
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 395 |
| AUM (Assets Under Management) | $ 20,453,950 |
Red Flags
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Company Information
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
CRD#: 298413Tarpon Springs, FL 34689TRUST BUT VERIFY
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