David W. Mccary
MCCARY ANHEUSER WEALTH MANAGEMENT
West Hartford, CT 06107
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CRD#: 6678213
Professional summary
David Walter Mccary, CFP®, CPWA® is a registered financial advisor currently at MCCARY ANHEUSER WEALTH MANAGEMENT, LLC located in West Hartford, Connecticut.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. David has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
Visit my professional photography website at www.dwmccary.com
Visit my hiking blog at www.becominga46er.com
David lives in West Hartford with his wife, Tina, and together they have three adult children.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Small Business Planning
Business Succession Planning
Employee and Employer Plan Ben...
Retirement Income Management
Socially Responsible Investing
Estate Planning
Education Planning
Investment Planning
Life Transitions
Retirement Planning
Insurance Planning
Tax Planning
Inheritance
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Baby Boomers
Business Owners
Charitable Giving
Corporate Executives
Entrepreneurs
What is your minimum asset requirement?
5M
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.
DAVID W MCCARY, LLC POSITION: Sole Managing Member NATURE: This is a solely owned LLC setup for the primary purposes of: a)part -time professional photography business;b)part-time commercial real estate advisory services. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2013 ADDRESS: 30 Ledyard Road, West Hartford CT 06117, United States DESCRIPTION: Sole proprietor of this a)low volume photography business and b) commercial real estate advisory business. Annual income to date has been low four figures. TRUSTEES FOR RECEIVING DONATIONS FOR THE SUPPORT OF THE BISHOP POSITION: Trustee NATURE: Manages the Episcopal Church of Connecticut's Bishops' endowment fund. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2018 ADDRESS: St Johns Episcopal Church, 679 Farmington Ave, West Hartford CT 06119, United States DESCRIPTION: Participate with group in high levelmacroeconomic discussions for the benefit of the Connecticut Episcopal Bishops Fund. Will abstain from giving specific investment advice, and will abstain from voting on any financial / investment decisions, having this documented in the minutes. Also will not be Rep of record or share in commissions for any of the accounts. SKI SUNDOWN POSITION: Certified Ski Instructor NATURE: Local alpine ski mountain operating only during winter months, December through March, depending on snow fall. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2014 ADDRESS: 126 Ratlum Road, New Hartford CT 06057, United States DESCRIPTION: One of the 130+ ski instructors teaching all ages and abilities how to improve their skiing. HARTFORD ART SCHOOL ENDOWMENT, INC. POSITION: Board of Trustee NATURE: ManagestheUniversity of Hartford Art School's endowment. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2017 ADDRESS: Hartford Art School, 200 Bloomfield Ave, West Hartford CT 06117, United States DESCRIPTION: As one of approximately 34 Board of Trustees of this 501-c3tax exempt corporation(not an officer of this Board), I will help the entity advance its mission. ST. JOHN'S EPISCOPAL CHURCH POSITION: Stewardship Cttee & Rectory Cttee NATURE: St John's Episcopal Church is my local neighborhood church which I've recently joined. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2017 ADDRESS: 679 Farmington Ave, West Hartford CT 06119, United States DESCRIPTION: Member of the church's Stewardship committee. Normal committee activities. DUXFORD CAPITAL ADVISORS, LLC POSITION: Managing Member NATURE: Early stage venture capital investing and advising. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2013 ADDRESS: 41 Crossroads Plaza, #160, West Hartford CT 06117, United States DESCRIPTION: Manage the nominal monthly bookkeeping for Duxford Capital as COO. McCary Anheuser Wealth Management, LLC; Investment-Related; West Hartford, Connecticut; Investment Adviser; Investment Adviser Representative; January 2020; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view David Walter Mccary'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: 2019
CPWA®
Start date: 2022-10-27
Expire date: 2024-09-30
Experience
Current
March 17, 2020 - Present
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
Office #1: 15 North Main Street Suite 100, West Hartford, CT 06107RIA
CRD#: 306810
West Hartford, CT
Past
November 10, 2016 - December 12, 2019
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
West Hartford, CT
Past
October 6, 2016 - December 12, 2019
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
West Hartford, CT
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
Connecticut(3/17/2020)
IAR
Texas(5/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
CRD#: 306810 / SEC#:
Connecticut
Registered Investment Advisory firm - (3/17/2020 Approved)Texas
Registered Investment Advisory firm - (5/15/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15 North Main Street Suite 100, West Hartford, CT 06107
Mailing Address
Phone number
(860) 761-1000
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 4,338,833 |
Red Flags
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Company Information
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
CRD#: 306810West Hartford, CT 06107TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
