Broker Check

Brian McCarthy, CFP® CRPS®



O: (646) 704-3044

Across nearly two decades in financial services, I've dedicated myself to demystifying finance and empowering individuals to make confident decisions about their finances.

The majority of my career evolved within one of Wall Street's leading wirehouses. Within this dynamic environment, I honed my expertise in financial planning, sales leadership, and cultivating client relationships.

While my initial focus centered on serving pharmacists and real estate professionals, my practice has evolved to embrace anyone seeking financial guidance and clarity.

My passion for this industry stems from the profound impact advisors can have on their clients' lives. I'm driven by the opportunity to make a tangible difference every single day.

In my approach to financial planning, I focus on three core areas: insurance, investments, and retirement planning. However, I'm always available to address any financial concerns my clients may have.

At home in Staten Island, New York, I share my life with my wife, Danielle, and our two children, Jackson and Emma. As a fervent supporter of both the New York Yankees and Chelsea Football Club, I relish the chance to catch a game whenever possible. And when I'm not cheering on my teams, you'll likely find me enjoying thrilling rides on roller coasters with my son or unwinding at our family getaway spot in Myrtle Beach, South Carolina. 

I am a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: NY, CA, CT, DC, FL, GA , MD, MA, MI, NJ, OH, and PA. I am also insurance licensed in the following states: NY, CA, CT, DC, FL, GA, MD, MA, MI, NJ, NV, OH, PA, TX, and WA. CA Insurance License # 4335265.

CFP Board owns the marks CFP® in the U.S.

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