Chief Compliance Officer · McKinley Carter Wealth Services, Inc.
John J. Binz
CRD 7116198 · Named on Form ADV at one SEC-registered adviser
At a glance
McKinley Carter Wealth Services, Inc., an SEC-registered wealth manager based in Wheeling, WV with $2.3 billion in regulatory assets, lists John J. Binz on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- McKinley Carter Wealth Services, Inc.Chief Compliance OfficerWealth manager · Wheeling, WV · $2.3B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- David H. McKinleyPresident, Managing Director, Chief Executive Officer, McKinley Carter Wealth Services, Inc.
- Brian T. GongawareDirector of Growth, McKinley Carter Wealth Services, Inc.
- Lori B. PayneChief Administrative Officer, McKinley Carter Wealth Services, Inc.
- Meredith L. TrischlerController, McKinley Carter Wealth Services, Inc.
- Tyrone C. PhillippiDirector of Wealth Management, McKinley Carter Wealth Services, Inc.
1 more person named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.