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 and has been SEC-registered since 2015. The entity is classified in the source data as an investment bank and is owned at the domestic entity/individual level. The firm is not identified as a capital allocator, does not report multi-state adviser status, and is not flagged as an active ESG investor or a pension consultant. Related-adviser status is listed as no.
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
Charles Fenske
DirectorCRD 7444910
Christopher Mckenna
Managing PartnerCRD 1704158
Brandon Novak
AnalystCRD 7900629
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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