Ryan McCarthy has been an investment adviser representative at McCarthy Asset Management since February 2021, and is not listed among the firm’s executive officers or direct owners. Ryan McCarthy holds a Bachelor's degree in Business Administration with a concentration in Finance and Accounting from the University of Southern California.
McCarthy Asset Management, Inc. is a Redwood Shores, CA firm with $422M under management, 218 clients and 2 advisers in one office, as of its March 2026 filing.
Ryan McCarthy is Financial Planner and Tax Accountant of McCarthy Asset Management, based in Redwood Shores, CA. He joined the firm in May 2020 and focuses on its financial planning, investment management and tax preparation work. Before that he worked at PwC for 3 years, specializing in tax compliance and consulting for high net worth individuals.
- – present · 5 yearsRedwood Shores, CA · Adviser representative · Firm CRD 118285
Professional designations
Listed by McCarthy Asset Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Ryan McCarthy is registered as an investment adviser representative in California, since February 2021.
- CaliforniaSince 23 February 2021
Examinations
No examinations are on Ryan McCarthy’s record.
- Full name
- Ryan Stephen McCarthy
- CRD
- 7342714
- Firm
- McCarthy Asset Management · CRD 118285
- Office
- 3 Lagoon Drive, Redwood Shores, CA 94065
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mamportfolios.com
Where does Ryan McCarthy work?
Ryan McCarthy is an investment adviser representative registered through McCarthy Asset Management, Inc. since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Ryan McCarthy a financial advisor?
Yes. Ryan McCarthy has a current investment-adviser registration in California, through McCarthy Asset Management since February 2021.
How many years of experience does Ryan McCarthy have?
Ryan McCarthy has 5 years in the financial industry, since February 2021, across 1 adviser firm.
Where is Ryan McCarthy based?
Ryan McCarthy’s registered office is in Redwood Shores, CA.
Is Ryan McCarthy registered with FINRA?
No. Ryan McCarthy has no current broker registration.
How can I verify Ryan McCarthy’s record?
Search CRD 7342714 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan McCarthy’s full registration record.
