RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jeffrey Ian Mccarty
- Professional profile
- linkedin.com/in/jeff-mccarty-financial-planner-and-lda-685142121reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Simplicity Wealth mixed wealth currentsince Jul 26, 2019 · Santa Clarita, Ca
- Virtue Capital Management, LLC independent RIAJan 5, 2016 to Jul 29, 2019 · Santa Clarita, Ca
- Redhawk Wealth Advisors, Inc. independent RIAJul 2, 2014 to Jan 4, 2016 · Santa Clarita, Ca
- Virtue Capital Management, LLC to Simplicity Wealthleft Jul 29, 2019, registered Jul 26, 2019 (-3 days) · RIA to a newly registered adviser · moved with a team
- Redhawk Wealth Advisors, Inc. to Virtue Capital Management, LLCleft Jan 4, 2016, registered Jan 5, 2016 (1 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address