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Gillian Marie Mccarthy

Gillian M. Mccarthy

Some features on this profile are disabled
CRD#: 5926812
Gillian Marie Mccarthy

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gillian Marie Mccarthy, CFP®, who also goes by Gillian Marie Gedroiz, Jill Marie Gedroiz, Gillian Mccarthy, was a registered financial professional .

Gillian is a previously registered financial professional and started their career in finance in 2013. Gillian had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

Throughout my professional career, the lessons my parents taught me at a young age have driven my curiosity, my desire to help others, and to share my love of personal finance. Today, my husband Dan McCarthy and I spend our time on any number of projects on our small farm in Royersford and in the summer, we are particularly lucky to be surrounded by family in the Royersford area willing to help with hay baling production. We plan to continue our roots and traditions here for years to come.
top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Comprehensive Financial Planni...
Debt Management
Retirement Planning
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Women's Financial Planning Iss...
Are you a "fiduciary"?
No

Aliases

Gillian Marie Gedroiz | Jill Marie Gedroiz | Gillian 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 name of the other business; Rental properties ?whether the business is investment-related; No ?the address of the other business; 13 Second Ave Royersford PA ?the nature of the other business; Rental property ?your position; Co-Owner ?title, or relationship with the other business; Owner ?the start date of your relationship; 13 2nd Ave - January 2019 ?the approximate number of hours/month you devote to the other business; 1 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Evaluate property manager and decision making ?the name of the other business; DGPJ Properties LLC ?whether the business is investment-related; No ?the address of the other business; 1 Keen Rd Royersford PA 19468 ?the nature of the other business; Rental property - 9 Rugby Road Birdsboro PA ?your position; Co-Owner ?title, or relationship with the other business; Owner ?the start date of your relationship; January 2020 ?the approximate number of hours/month you devote to the other business; 1 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Evaluate property manager and decision making

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 2015

Experience

Past

February 6, 2019 - September 30, 2025

GREAT OAK WEALTH MANAGEMENT, INC

RIA
CRD#: 127780
Pottstown, PA
Past

June 6, 2017 - February 4, 2019

SEI INVESTMENTS MANAGEMENT CORP

RIA
CRD#: 105146
OAKS, PA
Past

June 6, 2017 - February 4, 2019

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

July 11, 2013 - June 5, 2017

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

April 18, 2013 - June 20, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
WILMINGTON, DE

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

State Security Law Exam
IAR
Series 65
Date: 7/13/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/31/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/2013
General Securities Representative Examination

Current Firm

GREAT OAK WEALTH MANAGEMENT, INC
GREAT OAK WEALTH MANAGEMENT, INC
GREAT OAK WEALTH MANAGEMENT, INC | JH WHITE FINANCIAL SERVICES LLC

CRD#: 127780 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (2/5/2004 Approved)
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Contact information

Main Address
Pottstown, PA
Mailing Address
Phone number
(484) 986-2002
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts401
AUM (Assets Under Management)$ 94,000,000

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

GREAT OAK WEALTH MANAGEMENT, INC

GREAT OAK WEALTH MANAGEMENT, INC

CRD#: 127780

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Contact information

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