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Caelan Angus Mccarthy

Investment adviser representative at Princeton Capital Management LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$435.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Princeton Capital Management LLCSep 2023 to now
  2. Condor Capital ManagementOct 2020 to Aug 2023
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Oct 2020
  4. Merrill LynchMar 2016 to Jul 2017
  5. Rutgers UniversityAug 2013 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Princeton Capital Management LLC

$435.5MAssets managed
184Clients
4Advisers
25 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
6541630
Firm CRD
113926
Advisor's SEC record (opens in a new tab)
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