Grover Kelley Mccarthy
Investment adviser representative at Stonemark Wealth Management
11 yearsExperience
1 stateRegistered in
$609.8MFirm assets
13 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Stonemark Wealth ManagementJun 2021 to now
- Equitable Advisors, LLCOct 2020 to Jun 2021
- UnemployedSep 2020 to Oct 2020
- Amazon Prime NowNov 2019 to Jul 2020
- SportielaNov 2019 to Dec 2019
- Theopacific CorporationMay 2018 to Aug 2018
- Whittier Trust CompanyNov 2017 to Aug 2020
- Woodbury UniversityJun 2015 to Aug 2018
- Corner BakeryMay 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stonemark Wealth Management
Legal name: Wespac Advisors Socal, LLC
$609.8MAssets managed
411Clients
10Advisers
13 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
- 7290886
- Firm CRD
- 158413