Carson Patrick Mccusker

How the firm charges

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

Services the firm offers

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

• Financial planning
• Portfolio management
• Pension consulting

Experience

10 years in the industry.

1. Oppenheimer & Co. Inc.Dec 2025 to now
2. Osaic Wealth, Inc.Sep 2023 to Dec 2025
3. Sagepoint Financial, Inc.Jun 2023 to Sep 2023
4. UnemployedMay 2023 to Jun 2023
5. Roanoke CollegeJan 2023 to May 2023
6. Sign Installation SevicesDec 2022 to Jan 2023
7. Roanoke CollegeAug 2022 to Dec 2022
8. Hunters Head TavernJun 2022 to Aug 2022
9. Roanoke CollegeJan 2022 to Jun 2022
10. Hunters Head TavernDec 2021 to Jan 2022
11. Roanoke CollegeAug 2021 to Dec 2021
12. Hunters Head TavernMay 2021 to Aug 2021
13. Roanoke CollegeJan 2021 to May 2021
14. Time 4 CareNov 2020 to Jan 2021
15. Roanoke CollegeSep 2020 to Nov 2020
16. Time 4 CareMar 2020 to Sep 2020
17. Roanoke CollegeJan 2020 to Mar 2020
18. Time 4 CareDec 2019 to Jan 2020
19. Roanoke CollegeAug 2019 to Dec 2019
20. The Front PorchMay 2019 to Aug 2019
21. Fauquier High SchoolJul 2018 to May 2019
22. UnemployedMay 2018 to Jul 2018
23. Fauquier High SchoolJul 2017 to May 2018
24. UnemployedMay 2017 to Jul 2017
25. Fauquier High SchoolJul 2016 to May 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law2023
• Series 65 · Uniform Investment Adviser Law2026

State registrations

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

Oppenheimer & Co. Inc.

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

7760162

Firm CRD

249