Ryan Mccarty
Ryan Mccarty is a registered investment advisor at Barlas O'reilly Wealth Management, LLC, based in Tarpon Springs, FL, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 337 clients with $20M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
905 E Martin Luther King Jr Dr, Ste 660, Tarpon Springs, FL, 34689
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is Vice President/Managing Partner/Chief Business Development Officer at Megastar Advisors, LLC, training insurance planners and overseeing operations, dedicating about three-quarters of his time to this role. He also engages in various other business activities, including overseeing financial planners, marketing, education, and occasionally meeting with financial/insurance clients, selling fixed insurance products and life insurance when necessary, which takes about a quarter of his time.
Employment History
Current Registrations
Barlas O'reilly Wealth Management, LLC
Previous Registrations
Trac Asset Management LLC
Capital Asset Advisory Services, LLC
Capital Asset Advisory Services, LLC
American Investment Services
State Registrations1 state
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