Michael Mccarville
Investment adviser representative at Cerity Partners LLC
17 yearsExperience
3 statesRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Michael Mccarville? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Cerity Partners LLCMar 2023 to now
- Svb Wealth LLCJul 2021 to Mar 2023
- Boston Private Wealth LLCSep 2019 to Jul 2021
- Kls Professional Advisors Group, LLCJun 2009 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 5229484
- Firm CRD
- 151559