Michael F. Mcgrady

TILSON FINANCIAL GROUP

WHITEHOUSE STATION, NJ 08889

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CRD#: 4272977

Professional summary

Michael Francis Mcgrady, CFP® is a registered financial advisor currently at TILSON FINANCIAL GROUP INC located in Whitehouse Station, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Tilson Financial Group, Inc. - IAR of RIA; manage client assets; prepare financial plans; 90 hours per month, 80 hours during market hours. 2. Tropeano & McGrady, PC - CPA, Co-President, accounting practice; accounting and tax services for clients; 90 hours per month; 50 hours during market hours. 3. Independent insurance broker for various independent insurance companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Francis Mcgrady'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^®

Certified Financial Planner

Experience

Current

August 25, 2005 - Present

TILSON FINANCIAL GROUP INC

Office #1: 109 Main St Po Box 541, Whitehouse Station, NJ 08889

RIA

CRD#: 110890

WHITEHOUSE STATION, NJ

Past

June 1, 2012 - October 1, 2020

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

WHITEHOUSE STATION, NJ

Past

August 15, 2005 - June 15, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WHITEHOUSE STATION, NJ

Past

July 12, 2004 - August 15, 2005

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

WHITEHOUSE, NJ

Past

August 1, 2003 - August 15, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

January 22, 2001 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

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".

TILSON FINANCIAL GROUP INC

CRD#: 110890 / SEC#: 801-64633

RIA

Registered Investment Advisory firm - (8/26/2005 Approved)

North Carolina

Registered Investment Advisory firm - (12/11/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(8/25/2005)

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: 2/2/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/12/2000

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: 2/7/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/27/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TILSON FINANCIAL GROUP INC

CRD#: 110890 / SEC#: 801-64633

RIA

Registered Investment Advisory firm - (8/26/2005 Approved)

North Carolina

Registered Investment Advisory firm - (12/11/2009 Terminated)

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Contact information

Main Address

98 Floral Avenue Suite 103, New Providence, NJ 07974

Mailing Address

Phone number

(908) 561-6203

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,698
AUM (Assets Under Management)	$ 640,222,338

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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Michael F. Mcgrady

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Francis Mcgrady's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

Primary Firm SEC Registration

TILSON FINANCIAL GROUP INC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/2001

Series 65

Date: 10/12/2000

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2012

Series 6

Date: 12/27/2000

Current Firm

TILSON FINANCIAL GROUP INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TILSON FINANCIAL GROUP INC

TRUST BUT VERIFY

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