Kathleen Honor Mccarthy
Investment adviser representative at Archer Investment Corporation
12 yearsExperience
1 stateRegistered in
$1BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Archer Investment CorporationJun 2023 to now
- Archer Investment Corporation dba Mccarthy SolutionsJun 2023 to now
- Purshe Kaplan Sterling InvestmentsJan 2017 to now
- Jason M Orsky Wealth ManagementJan 2017 to Jul 2025
- Sii InvestmentsOct 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
Archer Investment Corporation
$1BAssets managed
4,335Clients
77Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1677723
- Firm CRD
- 136403