Caelan A. Mccarthy
Professional summary
Caelan Angus Mccarthy, CFP®, who also goes by Caelan A Mccarthy, is a registered financial advisor currently at PRINCETON CAPITAL MANAGEMENT LLC located in Red Bank, New Jersey.
Caelan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Caelan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Caelan Angus Mccarthy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
October 10, 2023 - Present
PRINCETON CAPITAL MANAGEMENT LLC
Office #1: 331 Newman Springs Road Suite 133, Red Bank, NJ 07701-1074December 14, 2020 - August 16, 2023
CONDOR CAPITAL WEALTH MANAGEMENT
September 7, 2017 - October 2, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 27, 2017 - October 2, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
PRINCETON CAPITAL MANAGEMENT LLC
CRD#: 113926 / SEC#: 801-60470
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/10/2023)
Exams
Current Firm
PRINCETON CAPITAL MANAGEMENT LLC
CRD#: 113926 / SEC#: 801-60470
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 379 |
| AUM (Assets Under Management) | $ 373,288,801 |
Red Flags
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