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Thor H. Mcilrath

MCILRATH & ECK
ARLINGTON, WA 98223
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CRD#: 2239577
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Professional summary


Thor Harvey Mcilrath, CFP®, who also goes by Thor H Mcilrath, Toby Mcilrath, is a registered financial advisor currently at MCILRATH & ECK, LLC located in Arlington, Washington.

Thor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Thor has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Thor H Mcilrath | Toby Mcilrath

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Thor Harvey Mcilrath's CRS (Customer Relationship Summary).
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®
CFP®

Experience


Current

December 3, 2007 - Present

MCILRATH & ECK, LLC

Office #1: 3325 Smokey Point Drive Suite 201, Arlington, WA 98223
RIA
CRD#: 145252
ARLINGTON, WA
Past

October 14, 2009 - April 13, 2010

PACIFIC CORNERSTONE CAPITAL INCORPORATED

BD
CRD#: 40397
SANTA ANA, CA
Past

March 28, 2005 - April 24, 2008

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
ARLINGTON, WA
Past

March 15, 2004 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA
CRD#: 39543
ARLINGTON, WA
Past

March 15, 2004 - April 24, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ARLINGTON, WA
Past

November 26, 2002 - February 17, 2004

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
ARLINGTON, WA
Past

July 22, 1992 - February 17, 2004

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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".
M&
MCILRATH & ECK, LLC
MCILRATH & ECK, LLC | PERISCOPE WEALTH ADVISORS | MCILRATH ECK LLC

CRD#: 145252 / SEC#: 801-70488

RIA
Registered Investment Advisory firm - (8/18/2009 Approved)
Florida
Registered Investment Advisory firm - (4/30/2008 Terminated)
Oregon
Registered Investment Advisory firm - (8/31/2009 Terminated)
Texas
Registered Investment Advisory firm - (8/18/2009 Terminated)
Washington
Registered Investment Advisory firm - (8/31/2009 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.

Highlighted states indicate IAR registrations

IAR
Texas
(1/1/2008)
IAR
Washington
(12/3/2007)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/13/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


M&
MCILRATH & ECK, LLC
MCILRATH & ECK, LLC | PERISCOPE WEALTH ADVISORS | MCILRATH ECK LLC

CRD#: 145252 / SEC#: 801-70488

RIA
Registered Investment Advisory firm - (8/18/2009 Approved)
Florida
Registered Investment Advisory firm - (4/30/2008 Terminated)
Oregon
Registered Investment Advisory firm - (8/31/2009 Terminated)
Texas
Registered Investment Advisory firm - (8/18/2009 Terminated)
Washington
Registered Investment Advisory firm - (8/31/2009 Terminated)
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Contact information


Main Address
3325 Smokey Point Drive, Suite 201, Arlington, WA 98223
Mailing Address
Phone number
(360) 657-8600
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (9 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE FOR PERISCOPE WEALTH ADVISORS A DBA FOR MCILRATH & ECK, LLC (7/11/2025)

Regulatory assets under management


Total Number of Accounts1,203
AUM (Assets Under Management)$ 1,059,805,672

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.

Company Information


MCILRATH & ECK, LLC

CRD#: 145252Arlington, WA 98223

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