Alexandra McCarthy has been an investment adviser representative at WESPAC Advisors SoCal since August 2024, and is not listed among the firm’s executive officers or direct owners.
Wespac Advisors Socal, LLC is a Pasadena, CA firm with $610M under management, 411 clients and 8 advisers across 2 offices, as of its June 2026 filing.
- Stonemark Wealth ManagementCurrent– present · 2 yearsPasadena, CA · Adviser representative · Firm CRD 158413
Investment adviser representative registrations
Alexandra McCarthy is registered as an investment adviser representative in California, since August 2024.
- CaliforniaSince 30 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexandra Danielle McCarthy
- CRD
- 7935883
- Firm
- WESPAC Advisors SoCal · CRD 158413
- Office
- 225 S. LAKE AVENUE, SUITE 1170, Pasadena, CA 91101
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexandra McCarthy work?
Alexandra McCarthy is an investment adviser representative registered through Wespac Advisors Socal, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alexandra McCarthy a financial advisor?
Yes. Alexandra McCarthy has a current investment-adviser registration in California, through WESPAC Advisors SoCal since August 2024.
How many years of experience does Alexandra McCarthy have?
Alexandra McCarthy has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Alexandra McCarthy passed?
Alexandra McCarthy passed the Series 65 in August 2024.
Where is Alexandra McCarthy based?
Alexandra McCarthy’s registered office is in Pasadena, CA.
Is Alexandra McCarthy registered with FINRA?
No. Alexandra McCarthy has no current broker registration.
How can I verify Alexandra McCarthy’s record?
Search CRD 7935883 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexandra McCarthy’s full registration record.