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Director of Wealth Management · McKinley Carter Wealth Services, Inc.

Tyrone C. Phillippi

CRD 2286509 · 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 Tyrone C. Phillippi on its Form ADV as Director of Wealth Management, a control person.

Firms and roles

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Tyrone’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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.
  • John J. BinzChief Compliance Officer, McKinley Carter Wealth Services, Inc.

1 more person named with Tyrone on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tyrone’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.