Charles J. "CJ" McCarthy III
Partner
Charles J. McCarthy is a partner and advisor at Oak Capital Management, LLC. He started his career in financial services in 2000 and joined the Oak team in 2011.
C.J. values our firm’s ability to address every client’s unique needs. He loves incorporating the professional capabilities of his peers to ensure his clients have a comprehensive plan that is tailored to help them meet their goals.
C.J. completed his undergraduate program at Old Dominion University, where he earned his bachelor’s degree in business management with a minor in economics. After college, he spent 22 years working in international logistics before deciding on a career change. C.J.’s father had gone into financial planning following his retirement as a naval officer. This is what sparked C.J.’s interest in the career from a young age. In addition to his degree, he also holds FINRA series 66 and 7 licenses.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.