Stephen Mcgahran

BRAVIAS FINANCIAL

Iselin, NJ 08830

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CRD#: 4909580

Professional summary

Stephen Mcgahran is a registered financial advisor currently at BRAVIAS FINANCIAL located in Iselin, New Jersey.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephen has worked at 6 firms and has passed the Series 66, SIE and Series 7 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.

Cavallino Racing LLC - 10% partner - Passive, no role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Mcgahran'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

September 13, 2021 - Present

BRAVIAS FINANCIAL

Office #1: 33 Wood Avenue South 6th Floor, Iselin, NJ, 08830

RIA

CRD#: 289589

Iselin, NJ

Past

May 25, 2018 - September 15, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

EDISON, NJ

Past

May 24, 2018 - September 15, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

EDISON, NJ

Past

February 2, 2017 - May 29, 2018

MORGAN STANLEY

RIA

CRD#: 149777

SHREWSBURY, NJ

Past

January 17, 2017 - May 29, 2018

MORGAN STANLEY

CRD#: 149777

SHREWSBURY, NJ

Past

September 11, 2014 - November 1, 2016

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

NEW YORK, NY

Past

September 10, 2014 - November 1, 2016

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

April 28, 2008 - September 9, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RED BANK, NJ

Past

April 25, 2008 - September 9, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RED BANK, NJ

Past

March 2, 2005 - November 6, 2007

SEIDEL & CO., LLC

CRD#: 42821

FREEHOLD, NJ

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".

BRAVIAS FINANCIAL

BRAVIAS CAPITAL GROUP, LLC | BRAVIAS FINANCIAL

CRD#: 289589 / SEC#: 801-128383

RIA

Registered Investment Advisory firm - (7/21/2023 Approved)

California

Registered Investment Advisory firm - (8/31/2023 Terminated)

Florida

Registered Investment Advisory firm - (8/1/2023 Terminated)

Georgia

Registered Investment Advisory firm - (8/3/2023 Terminated)

New Jersey

Registered Investment Advisory firm - (8/10/2023 Terminated)

New Mexico

Registered Investment Advisory firm - (8/1/2023 Terminated)

New York

Registered Investment Advisory firm - (8/1/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/7/2023 Terminated)

Texas

Registered Investment Advisory firm - (8/1/2023 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

Florida
(3/14/2022)

IAR

New Jersey
(9/13/2021)

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

IAR

Series 66

Date: 4/21/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2005

General Securities Representative Examination

Current Firm

BRAVIAS FINANCIAL

BRAVIAS CAPITAL GROUP, LLC | BRAVIAS FINANCIAL

CRD#: 289589 / SEC#: 801-128383

RIA

Registered Investment Advisory firm - (7/21/2023 Approved)

California

Registered Investment Advisory firm - (8/31/2023 Terminated)

Florida

Registered Investment Advisory firm - (8/1/2023 Terminated)

Georgia

Registered Investment Advisory firm - (8/3/2023 Terminated)

New Jersey

Registered Investment Advisory firm - (8/10/2023 Terminated)

New Mexico

Registered Investment Advisory firm - (8/1/2023 Terminated)

New York

Registered Investment Advisory firm - (8/1/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/7/2023 Terminated)

Texas

Registered Investment Advisory firm - (8/1/2023 Terminated)

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Contact information

Main Address

33 Wood Avenue South 6th Floor, Iselin, NJ, 08830

Mailing Address

Phone number

(732) 702-2600

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

BRAVIAS CAPITAL GROUP BROCHURE (FORM ADV PART 2A) (3/7/2025)

Regulatory assets under management

Total Number of Accounts	817
AUM (Assets Under Management)	$ 180,966,145

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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Stephen Mcgahran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Mcgahran's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MORGAN STANLEY

MORGAN STANLEY

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SEIDEL & CO., LLC

Primary Firm SEC Registration

BRAVIAS FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2005

Current Firm

BRAVIAS FINANCIAL

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRAVIAS FINANCIAL

TRUST BUT VERIFY

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