Vice President · Aetna Asset Advisors, LLC
Stephen D. McCarthy
CRD 1948988 · Named on Form ADV at one SEC-registered adviser
At a glance
Aetna Asset Advisors, LLC, an SEC-registered private fund adviser based in Hartford, CT with $850 million in regulatory assets, lists Stephen D. McCarthy on its Form ADV as Vice President, a control person.
Firms and roles
- Aetna Asset Advisors, LLCVice PresidentPrivate fund adviser · Hartford, CT · $850M in regulatory assets
AtlasMembers
Stephen’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David J. EvillaChief Compliance Officer, Aetna Asset Advisors, LLC
- John F. KearneyTreasurer, Aetna Asset Advisors, LLC
- Robert A. CloughPresident, Aetna Asset Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.