Gerald P. Mcgill

EAGLE ROCK INVESTMENT COMPANY

ATLANTA, GA 30361

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CRD#: 2430457

Professional summary

Gerald P Mcgill, who also goes by Gerald Patrick Mcgill, Patrick G Mcgill, is a registered financial advisor currently at EAGLE ROCK INVESTMENT COMPANY, LLC located in Atlanta, Georgia.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Gerald has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gerald Patrick Mcgill | Patrick G Mcgill

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.

1. Name of Business: McGill Timberland Company, LLC Address: 1601 West Wesly Road, Atlanta, Georgia, 30327, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 06/24/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald P Mcgill'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®

None

Experience

Current

August 15, 2025 - Present

EAGLE ROCK INVESTMENT COMPANY, LLC

Office #1: 1201 Peachtree Street Ne Ste 200, Atlanta, GA 30361

RIA

CRD#: 313832

ATLANTA, GA

Past

October 7, 2017 - July 15, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Atlanta, GA

Past

August 23, 2017 - July 15, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Atlanta, GA

Past

October 22, 2012 - July 5, 2017

CORNERSTONE INVESTMENT PARTNERS, LLC

RIA

CRD#: 111753

ATLANTA, GA

Past

April 17, 2003 - April 26, 2012

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

September 3, 1996 - April 26, 2012

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATLANTA, GA

Past

March 8, 1996 - August 2, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 18, 1995 - March 6, 1996

WILLIAM R. HOUGH & CO.

CRD#: 2235

ST. PETERSBURG, FL

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".

EAGLE ROCK INVESTMENT COMPANY, LLC

CRD#: 313832 / SEC#: 801-121347

RIA

Registered Investment Advisory firm - (6/1/2021 Approved)

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

Georgia
(8/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/29/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/4/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/30/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/30/2004

General Securities Principal Examination

Current Firm

EAGLE ROCK INVESTMENT COMPANY, LLC

CRD#: 313832 / SEC#: 801-121347

RIA

Registered Investment Advisory firm - (6/1/2021 Approved)

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Contact information

Main Address

1201 Peachtree Street Ne Ste 200, Atlanta, GA 30361

Mailing Address

Phone number

(404) 480-8578

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE ROCK DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/29/2025)

Regulatory assets under management

Total Number of Accounts	168
AUM (Assets Under Management)	$ 659,953,497

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.

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Firm Stability Insights

Gerald P. Mcgill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald P Mcgill's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CORNERSTONE INVESTMENT PARTNERS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WILLIAM R. HOUGH & CO.

Primary Firm SEC Registration

EAGLE ROCK INVESTMENT COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/29/2017

Series 65

Date: 4/4/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/30/1994

Series 24

Date: 12/30/2004

Current Firm

EAGLE ROCK INVESTMENT COMPANY, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE ROCK INVESTMENT COMPANY, LLC

TRUST BUT VERIFY

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