MG
Michael R. Grady
CHICAGO CAPITAL MANAGEMENT ADVISORS
LISLE, IL 60532
Some features on this profile are disabled
CRD#: 1392784
MG
Professional summary
Michael Robert Grady, who also goes by Michael Robert Grady Jr, is a registered financial advisor currently at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC located in Lisle, Illinois and AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC. located in Whiting, Indiana.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Michael has worked at 14 firms and has passed the Series 65, Series 63, Series 82TO, SIE, Series 7, Series 27, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Robert Grady Jr
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 Capital Markets Group, Inc- OWN SHARES VIA LCM HOLDINGS, INC;
FIXED INSURANCE;
CHICAGO CAPITAL INVESTMENT GROUP, LLC, as investor
KANDO PARTNERS, LLC.-professional recruiting business
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC.- REGISTERED INVESTMENT ADVISORY. PRESIDENT AND RIA;
MAIN ST. PROFESSIONAL BUILDING, LLC-LISLE BUILDING;
BT PARTNERS, LLC - SPLIT SPORT TICKETS WITH OTHERS UNDER THIS LLC;
LCM HOLDINGS, INC - NO OPERATIONS, HOLDS LCM SHARES USING TO KEEP TRACK OF LOANS TO LCM, CCMA & CBM IF NEEDED;
UPWARD FOUNDATION- DIRECTOR CHARTIABLE FOUNDATION TO PROVIDE SUPPORT, GRANTS OR SCHOLARSHIPS TO DISADVANTAGED INDIVIDUALS.
American Trust Insurance Group, Inc. CFO,
American Trust Investment Advisory Group, CFO,
American Trust Investment Services, Inc CFO
CRS (Client Relationship Summary) - RIA
Click below to view Michael Robert Grady's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2003 - Present
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
Office #1: 4722 Main Street, Lisle, IL 60532Office #2: 4722 Main Street, Lisle, IL 60532RIA
CRD#: 123483
LISLE, IL
Current
September 16, 2019 - Present
AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.
Office #1: 1244 119th Street, Whiting, IN 46394Office #2: 4722 Main Street, Lisle, IL 60532Office #3: 4722 Main Street, Lisle, IL 60532RIA
CRD#: 299547
WHITING, IN
Current
July 31, 2023 - Present
ASSET STRATEGIES, INC
Office #1: 4722 Main St., Lisle, IL 60532RIA
CRD#: 104512
Lisle, IL
Current
February 27, 2019 - Present
AMERICAN TRUST INVESTMENT SERVICES, INC.
Office #1: 4722 Main Street, Lisle, IL 60532BD
CRD#: 3001
Lisle, IL
Past
July 14, 2023 - December 31, 2024
ASSET STRATEGIES, INC
RIA
CRD#: 104512
LISLE, IL
Past
September 17, 2001 - October 28, 2002
LCM CAPITAL MANAGEMENT INC
RIA
CRD#: 111074
CHICAGO, IL
Past
June 14, 1999 - May 10, 2005
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
RIA
CRD#: 109701
LISLE, IL
Past
November 27, 1996 - April 30, 2019
LASALLE ST SECURITIES, L.L.C.
BD
CRD#: 7191
LISLE, IL
Past
June 15, 1995 - December 4, 1996
MADISON SECURITIES, INC.
BD
CRD#: 32176
CHICAGO, IL
Past
April 22, 1994 - June 27, 1995
LEXINGTON SECURITIES, INC.
BD
CRD#: 13102
CHICAGO, IL
Past
June 6, 1990 - April 14, 1994
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
May 24, 1990 - June 15, 1990
VANDERBILT SECURITIES, INC.
BD
CRD#: 14280
Past
July 21, 1989 - May 23, 1990
B C FINANCIAL CORPORATION
BD
CRD#: 13460
Past
December 23, 1988 - July 20, 1989
WALL STREET WEST, INC.
BD
CRD#: 7529
Past
July 24, 1985 - January 2, 1989
BLINDER, ROBINSON & CO., INC.
BD
CRD#: 5096
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | CHICAGO MANAGEMENT ADVISORS, INC
CRD#: 123483 / SEC#: 801-130438
RIA
Registered Investment Advisory firm - (6/12/2024 Approved)Arizona
Registered Investment Advisory firm - (10/23/2024 Terminated)California
Registered Investment Advisory firm - (11/22/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/24/2024 Terminated)Florida
Registered Investment Advisory firm - (10/23/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/23/2024 Terminated)Indiana
Registered Investment Advisory firm - (11/1/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/25/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/10/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/4/2024 Terminated)New York
Registered Investment Advisory firm - (9/30/2004 Cancelled)North Carolina
Registered Investment Advisory firm - (10/25/2024 Terminated)Oregon
Registered Investment Advisory firm - (10/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2024 Terminated)Texas
Registered Investment Advisory firm - (10/23/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (10/23/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(10/28/2020)
RR
Arkansas(10/30/2020)
IAR
California(7/24/2020)
IAR
Colorado(9/21/2020)
RR
District of Columbia(7/6/2021)
IAR
Florida(4/6/2021)
IAR
Illinois(1/9/2003)
RR
Illinois(1/9/2020)
IAR
Indiana(8/13/2014)
RR
Indiana(1/8/2020)
RR
Michigan(11/9/2020)
RR
New Hampshire(9/21/2020)
IAR
New York(9/12/2025)
IAR
North Carolina(7/15/2020)
IAR
Ohio(1/30/2025)
RR
Oregon(11/12/2020)
IAR
Oregon(11/12/2020)
IAR
Pennsylvania(7/13/2020)
IAR
Texas(12/21/2022)
IAR
Wisconsin(6/8/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | CHICAGO MANAGEMENT ADVISORS, INC
CRD#: 123483 / SEC#: 801-130438
RIA
Registered Investment Advisory firm - (6/12/2024 Approved)Arizona
Registered Investment Advisory firm - (10/23/2024 Terminated)California
Registered Investment Advisory firm - (11/22/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/24/2024 Terminated)Florida
Registered Investment Advisory firm - (10/23/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/23/2024 Terminated)Indiana
Registered Investment Advisory firm - (11/1/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/25/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/10/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/4/2024 Terminated)New York
Registered Investment Advisory firm - (9/30/2004 Cancelled)North Carolina
Registered Investment Advisory firm - (10/25/2024 Terminated)Oregon
Registered Investment Advisory firm - (10/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2024 Terminated)Texas
Registered Investment Advisory firm - (10/23/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (10/23/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4722 Main Street, Lisle, IL 60532
Mailing Address
Phone number
(630) 241-1122
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 560 |
| AUM (Assets Under Management) | $ 122,346,642 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
