Carleton Mckenna Advisors, LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 159230
- Registered since
- March 18, 2015
- Website
- www.carletonmckenna.com
Firm profile
FINTRXOverview
Carleton Mckenna Advisors, LLC is organized as a limited liability company that is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Other designations in the snapshot indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not part of a related-adviser structure.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Ryan Smith
Chief Compliance OfficerCRD 4596415
Contacts
3 of 7
Monique Romero
FinOpCRD 6712654
Christopher Mckenna
Managing PartnerCRD 1704158
Nora Mahoney
Managing DirectorCRD 6547793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 600 Superior Ave
- Time zone
- ET (UTC-5)
- Office locations
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