Eugene Mccarthy
Eugene Mccarthy is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Melbourne, FL, with 27 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
304 S. Harbor City Blvd., Suite 200, Melbourne, FL, 32901
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Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Eugene is a Director of Wealth Management at Three Bridges Planning, providing investment and securities advice, and also offers insurance and investment advisory services. He also holds board positions at Candlelighters of Brevard, Holy Name of Jesus Endowment Development Committee, and Eau Gallie Yacht Club Foundation, and is a member of FSUGAVIATION LLC.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.