Cetera Investment Advisers
26yrs
More experience than 74% of advisors nationwide
26yrs
Patrick McCarthy
Full name on record: Patrick James McCarthy
Financial advisor at MML Investors Services
Patrick McCarthy is a fiduciary financial advisor in Stony Point, New York, with 26 years in the industry. Patrick joined MML Investors Services in 2017, after three years at MSI Financial Services and four years at M&t Securities. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6 advisors with offices in Stony Point, and one of 5 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top advisor by experience in Stony Point
Office54 South Liberty Drive 2nd Floor, Stony Point, NY 10980
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- 2014 – 2017MSI Financial Services, Inc.Previously
- 2009 – 2014M&t Securities, Inc.Previously
- 2006 – 2009Chase Investment Services Corp.Previously
- May 2006 – Oct 2006BNY Investment Center Inc.Previously
Contact Patrick
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Patrick. 54 South Liberty Drive 2nd FloorStony Point, NY 10980Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call MML Investors Services at (413) 226-0000 and ask for Patrick McCarthy. Patrick works from the Stony Point, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 26 years. Top advisor by experience in Stony Point.
What licenses does Patrick hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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