Kelly A. Mcgrath

IRONOAK WEALTH

CEDAR PARK, TX 78613

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CRD#: 5080031

Professional summary

Kelly Ann Mcgrath, who also goes by Kelly Ann Leas, Kelly Ann Scott, Kelly Ann Wright-mcgrath, Kelly Ann Wright, is a registered financial advisor currently at IRONOAK WEALTH located in Cedar Park, Texas.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kelly has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Ann Leas | Kelly Ann Scott | Kelly Ann Wright-Mcgrath | Kelly Ann Wright

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.

Ironoak Partners; Cedar Park, TX; Investment Related; Insurance Company; Insurance Agent; 01/2010; Less than 5% of her time is spent on this activity Golf Apparel, LLC; Non-Investment Related; Cedar Park, TX; Golf Apparel; Bookeeper/Accountant; Associate; 11/2021; Less than 1% of her time is spent on this activity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Ann Mcgrath'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

January 16, 2020 - Present

IRONOAK WEALTH

Office #1: 1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613

RIA

CRD#: 306403

CEDAR PARK, TX

Past

May 14, 2019 - January 21, 2020

IRONCLAD STRATEGIES LLC

RIA

CRD#: 297260

AUSTIN, TX

Past

January 19, 2018 - March 23, 2022

STONEWATER WEALTH MANAGEMENT, INC.

RIA

CRD#: 164953

Austin, TX

Past

March 4, 2011 - January 3, 2018

ERBEN ASSOCIATES, LLC

RIA

CRD#: 148703

AUSTIN, TX

Past

May 21, 2010 - December 12, 2017

M HOLDINGS SECURITIES, INC.

CRD#: 43285

AUSTIN, TX

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".

IRONOAK WEALTH

IRONOAK WEALTH | IRONOAK WEALTH LLC

CRD#: 306403 / SEC#: 801-132175

RIA

Registered Investment Advisory firm - (3/13/2025 Approved)

Texas

Registered Investment Advisory firm - (3/19/2025 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

Texas
(1/16/2020)

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: 7/13/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2010

General Securities Representative Examination

Current Firm

IRONOAK WEALTH

IRONOAK WEALTH | IRONOAK WEALTH LLC

CRD#: 306403 / SEC#: 801-132175

RIA

Registered Investment Advisory firm - (3/13/2025 Approved)

Texas

Registered Investment Advisory firm - (3/19/2025 Terminated)

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Contact information

Main Address

1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613

Mailing Address

Phone number

(737) 271-9421

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

FORM ADV2A/2B - SEC (7/22/2025)

Regulatory assets under management

Total Number of Accounts	558
AUM (Assets Under Management)	$ 129,434,111

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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Advisor Monitoring

Firm Stability Insights

Kelly A. Mcgrath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Ann Mcgrath's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONCLAD STRATEGIES LLC

STONEWATER WEALTH MANAGEMENT, INC.

ERBEN ASSOCIATES, LLC

M HOLDINGS SECURITIES, INC.

Primary Firm SEC Registration

IRONOAK WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2010

SIE

Date: 12/12/2017

Series 7

Date: 5/20/2010

Current Firm

IRONOAK WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRONOAK WEALTH

TRUST BUT VERIFY

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