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John Michael Haig Mcculloch

John Michael H. Mcculloch

HUNTER ASSOCIATES LLC
Salem, OH 44460
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CRD#: 6927273
John Michael Haig Mcculloch

Professional summary


John Michael Haig Mcculloch, AIF®, CFP®, who also goes by John Michael H Mcculloch, Mike Mcculloch, is a registered financial advisor currently at HUNTER ASSOCIATES LLC located in Salem, Ohio.

John Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. John Michael has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Michael H Mcculloch | Mike Mcculloch

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.
1. Hanna Relocation Associates, Not investment-related, address: 5501 Baum Boulevard, Pittsburgh, Pennsylvania 15232, Relocation Associate, Start April 2019. On a referral basis. 2. Independent Insurance Agent; investment related; Branch Office-120 W. 2nd Street PO Box 769 Salem, Ohio 44460; sale of insurance products; insurance agent; September 2018; 5-10 hours/month all during trading hours; sale of non-variable life, health, annuity and/or disability income insurance products

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Michael Haig Mcculloch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view John Michael Haig Mcculloch's CRS (Customer Relationship Summary).
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®
AIF®
CFP®

Start date: 2020

Experience


Current

July 17, 2018 - Present

HUNTER ASSOCIATES LLC

Office #1: 120 W. Second Street, Salem, OH 44460
RIA
BD
CRD#: 30177
Salem, OH
Current

May 29, 2018 - Present

HUNTER ASSOCIATES LLC

Office #1: 120 W. Second Street, Salem, OH 44460
RIA
BD
CRD#: 30177
Salem, OH

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779

RIA
Registered Investment Advisory firm - SEC (7/27/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/20/2019)
RR
Arizona
(8/28/2018)
RR
California
(8/20/2019)
RR
Colorado
(2/20/2019)
RR
Florida
(11/10/2018)
RR
Georgia
(9/14/2018)
RR
Illinois
(11/1/2018)
RR
Indiana
(8/28/2018)
RR
Iowa
(8/28/2018)
RR
Kentucky
(9/19/2018)
RR
Maryland
(3/26/2025)
RR
Massachusetts
(1/2/2019)
RR
Michigan
(9/3/2019)
RR
New York
(9/19/2018)
RR
North Carolina
(7/5/2019)
RR
Ohio
(7/20/2018)
IAR
Ohio
(7/20/2018)
RR
Pennsylvania
(7/17/2018)
IAR
Pennsylvania
(7/17/2018)
RR
South Carolina
(4/11/2019)
RR
Tennessee
(7/21/2021)
RR
Texas
(11/12/2018)
RR
Utah
(10/14/2019)
RR
Virginia
(9/19/2018)
RR
West Virginia
(11/16/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/16/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779

RIA
Registered Investment Advisory firm - SEC (7/27/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818
Mailing Address
436 Seventh Avenue 27th Floor, Pittsburgh, PA, 15219
Phone number
(412) 471-4191
Established
Delaware since 01/01/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
14

SEC notice filing (31 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (39 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

2025 HUNTER ASSOCIATES FORM ADV PART 2A (3/31/2025)

Direct owners and executive officers


NamePositionCRD#
HUNTER ASSOCIATES HOLDINGS, LLCMEMBER
CLARK, PATRICK JAMESCCO5314331
MARSHALL, BRADLEY JOHNCFO, TREASURER, DIRECTOR2047270
MCCULLOCH, ROBERT SPITTAL IIIVICE PRESIDENT,DIRECTOR730963
SNYDER, ERICA LYNNPRESIDENT,CEO,DIRECTOR3075140

Regulatory assets under management


Total Number of Accounts2,334
AUM (Assets Under Management)$ 1,201,488,433

Disclosures


Regulatory Event1

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/11/2025
Cover Page
09/30/2024
07/27/2023
12/21/2022

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


HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES LLC

CRD#: 30177Salem, OH 44460

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