Amanda Z. Mcgrath

ASSET ADVISORY GROUP

Kinnelon, NJ 07405

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CRD#: 5198869

Professional summary

Amanda Zoch Mcgrath, CFP®, who also goes by Amanda Mcgrath, Amanda Zoch, is a registered financial advisor currently at ASSET ADVISORY GROUP, INC. located in Kinnelon, New Jersey.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Amanda has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda Mcgrath | Amanda Zoch

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 Amanda Zoch 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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 30, 2017 - Present

ASSET ADVISORY GROUP, INC.

Office #1: 170 Kinnelon Road, Suite 3, Kinnelon, NJ 07405

RIA

CRD#: 106618

Kinnelon, NJ

Past

November 8, 2016 - March 21, 2017

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

October 8, 2012 - June 2, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

MORRISTOWN, NJ

Past

October 1, 2008 - July 26, 2011

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

September 28, 2006 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

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".

ASSET ADVISORY GROUP, INC.

ASSET ADVISORY GROUP INC | ASSET ADVISORY GROUP, INC.

CRD#: 106618 / SEC#: 801-46343

RIA

Registered Investment Advisory firm - (4/26/1994 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

New Jersey
(5/30/2017)

IAR

Texas
(7/30/2024)

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 65

Date: 4/12/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2006

General Securities Representative Examination

Current Firm

ASSET ADVISORY GROUP, INC.

ASSET ADVISORY GROUP INC | ASSET ADVISORY GROUP, INC.

CRD#: 106618 / SEC#: 801-46343

RIA

Registered Investment Advisory firm - (4/26/1994 Approved)

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Contact information

Main Address

170 Kinnelon Road, Suite 3, Kinnelon, NJ 07405

Mailing Address

Phone number

(973) 492-0808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/5/2025)

Regulatory assets under management

Total Number of Accounts	558
AUM (Assets Under Management)	$ 407,123,722

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

Amanda Z. Mcgrath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Zoch Mcgrath's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEUTSCHE BANK SECURITIES INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

ASSET ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2017

Series 63

Date: 11/20/2006

SIE

Date: 3/21/2017

Series 7

Date: 9/27/2006

Current Firm

ASSET ADVISORY GROUP, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET ADVISORY GROUP, INC.

TRUST BUT VERIFY

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