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RIA / WealthAdvisor15 years in industry

RYAN JOSEPH MCCARTY

Advisor at BARLAS O'REILLY WEALTH MANAGEMENT, LLC

TARPON SPRINGS, FL

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Search this name across graphsid dfx:ria:2156178a-8dff-24b6-d0da-4ef63cd8340f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 10, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BARLAS O'REILLY WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 15, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Oct 15, 2010
First registration: Dec 10, 2010
Dual registered: no
Other names: Ryan J McCarty
IAPD individual key: 5822217

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BARLAS O'REILLY WEALTH MANAGEMENT, LLC	State registered	Sep 4, 2019	n/a	yes	TARPON SPRINGS, FL	Current employment
TRAC ASSET MANAGEMENT LLC	State registered	Apr 7, 2016	Aug 22, 2019	no	Tarpon Springs, FL\|TARPON SPRINGS, FL\|Tarpon Springs, FL\|Odessa, FL\|OAK BROOK, IL\|ODESSA, FL	Previous registration
CG ADVISORY SERVICES	Independent wealth	Jul 16, 2014	Apr 30, 2015	no	TARPON SPRINGS, FL\|WILLIAMSTON, MI	Previous registration
CG ADVISORY SERVICES	Independent wealth	Jul 9, 2013	Apr 16, 2014	no	PALM HARBOR, FL\|WILLIAMSTON, MI	Previous registration
AMERICAN INVESTMENT SERVICES	Former SEC adviser	Dec 10, 2010	Nov 9, 2012	no	PALM HARBOR, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRAC ASSET MANAGEMENT LLC	BARLAS O'REILLY WEALTH MANAGEMENT, LLC	Aug 22, 2019	Sep 4, 2019	13	Firm change	Other
CG ADVISORY SERVICES	TRAC ASSET MANAGEMENT LLC	Apr 30, 2015	Apr 7, 2016	343	Firm change	Other
AMERICAN INVESTMENT SERVICES	CG ADVISORY SERVICES	Nov 9, 2012	Jul 9, 2013	242	Firm change	Other

Relationships

Registered with (4)

→ BARLAS O'REILLY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 4, 2019 to presentfactForm ADV
→ TRAC ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 7, 2016 to Aug 22, 2019factForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Jul 16, 2014 to Apr 30, 2015factForm ADV
→ AMERICAN INVESTMENT SERVICESRegistered adviserregistration: previous registration
Dec 10, 2010 to Nov 9, 2012factForm ADV

Dated events

No dated event names this entity yet.