Colin McCarthy (CRD# 7891928) is an Investment Advisor Representative working at Haviland & Sams, LLC in Farmington, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Osaic Fa, Inc.
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Haviland & Sams, LLC | Farmington, CT | Mar 2024 - Current | < 1 |
Charter Oak Financial | Holyoke, MA | Sep 2022 - Jan 2024 | 1 |
Springfield College | Springfield, MA | Sep 2021 - Sep 2022 | 1 |
Martha's Vineyard Family Campground | Vineyard Haven, MA | May 2021 - Aug 2021 | < 1 |
Cooley & Shrair Law Firm | Springfield, MA | Feb 2021 - May 2021 | < 1 |
Springfield College | Springfield, MA | Jan 2020 - Feb 2021 | 1 |
Hollister | Holyoke, MA | May 2019 - Dec 2019 | < 1 |
Springfield College | Springfield, MA | May 2018 - May 2019 | 1 |
Pope Francis High School | Chicopee, MA | Mar 2014 - May 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2024 |
- CT
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
CT, FL, MA
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