David W. Mccary

MCCARY ANHEUSER WEALTH MANAGEMENT

West Hartford, CT 06107

Some features on this profile are disabled

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.

Core Areas of Focus

Alternative or Private Investments

Baby Boomers

Business Owners

Charitable Giving

Corporate Executives

Entrepreneurs

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

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

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^®

Certified Financial Planner

Start date: 2019

CPWA^®

Certified Private Wealth Advisor

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 06107

RIA

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.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/27/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/23/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/6/2016

General Securities Representative Examination

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 8,118,205

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Richard Rake

FINANCIAL RESOURCES GROUP, LLC

IAR

GLASTONBURY, CT

Samuel Kaplowitz

BREACHWAY INVESTMENTS, LLC

IAR

West Hartford, CT

Michael Chadwick

FISCAL WISDOM WEALTH MANAGEMENT LLC

IAR

Canton, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David W. Mccary

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Walter Mccary's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/27/2016

Series 65

Date: 9/23/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/6/2016

Current Firm

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors