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TERRENCE E MCCARTHY
TERRENCE EUGENE MCCARTHY, Terrence McCarthy
CRD#: 3146208
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 3480 28TH STREET SE
THE CORNER SHOPS AT WOODLAND
GRAND RAPIDS, MI 49512-1602
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 3480 28TH STREET SE
THE CORNER SHOPS AT WOODLAND
GRAND RAPIDS, MI 49512
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2024 - Present (<1 year)BPNC CAPITAL MARKETS LLC (CRD# 15647)2020 - 2023 (3 years)BPNC FUNDS DISTRIBUTOR, LLC (CRD# 118787)2013 - 2019 (6 years)BJOHN HANCOCK FUNDS, LLC (CRD# 28262)2001 - 2013 (12 years)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)1998 - 2001 (2 years)IAPNC CAPITAL ADVISORS LLC (CRD# 151829)2014 - 2023 (9 years)IAMANULIFE ASSET MANAGEMENT (US) LLC (CRD# 106435)2003 - 2013 (10 years)IAJOHN HANCOCK ADVISERS, LLC (CRD# 105790)2003 - 2010 (7 years)
License(s)

State Registrations

B
Massachusetts 7/16/2024

B
Texas 11/21/2024

B
Michigan 3/4/2024

IA
Texas 11/22/2024

IA
Michigan 3/19/2024

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
3480 28TH STREET SE THE CORNER SHOPS AT WOODLAND, GRAND RAPIDS, MI 49512-1602
Registered with this firm since 3/19/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
3480 28TH STREET SE THE CORNER SHOPS AT WOODLAND, GRAND RAPIDS, MI 49512
GRAND RAPIDS, MI
Registered with this firm since 3/4/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/03/2014 - 12/07/2023 PNC CAPITAL ADVISORS LLC (CRD#:151829) GRAND RAPIDS, MI
B
03/05/2020 - 12/07/2023 PNC CAPITAL MARKETS LLC (CRD#:15647) GRAND RAPIDS, MI
B
12/13/2013 - 12/31/2019 PNC FUNDS DISTRIBUTOR, LLC (CRD#:118787) GRAND RAPIDS, MI
IA
09/11/2003 - 10/08/2013 MANULIFE ASSET MANAGEMENT (US) LLC (CRD#:106435) BOSTON, MA
B
03/09/2001 - 10/08/2013 JOHN HANCOCK FUNDS, LLC (CRD#:28262) BOSTON, MA
IA
09/11/2003 - 12/31/2010 JOHN HANCOCK ADVISERS, LLC (CRD#:105790) BOSTON, MA
B
12/07/1998 - 02/02/2001 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
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B
Broker
IA
Investment Adviser
Disclosures
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