Gerard Joseph Mcgrath
Professional Summary
Gerard Joseph Mcgrath, who also goes by Gerry Mcgrath, Jerry Mcgrath, was a registered financial advisor. Gerard was a previously registered financial professional and started their career in finance 1981 - 2016. Gerard had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 000 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gerry Mcgrath, Jerry Mcgrath
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
58 years in the financial services industry
Current & Past Employments
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Current Firm
DISCERN SECURITIES, INC.
Contact Information
Established
Delaware since 11/05/2010Firm Type
CorporationFiscal Year End
JuneDocuments
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Nov 1981About the Series 22 examSeries 000 — General Securities Principal Examination
Passed Dec 1967Series 1 — Registered Representative Examination
Passed Dec 1967Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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