Bradley S. Mcgrew

WAYPOINT WEALTH COUNSEL LLC

Atlanta, GA 30327

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CRD#: 5223609

Professional summary

Bradley Steven Mcgrew, CFP®, who also goes by Brad Mcgrew, Bradley Stevem Mcgrew, is a registered financial advisor currently at WAYPOINT WEALTH COUNSEL LLC located in Atlanta, Georgia.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bradley has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Mcgrew | Bradley Stevem Mcgrew

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 Bradley Steven Mcgrew'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: 2004

Experience

Current

April 5, 2016 - Present

WAYPOINT WEALTH COUNSEL LLC

Office #1: 3715 Northside Parkway Nw Building 400, Suite 775, Atlanta, GA 30327

RIA

CRD#: 171822

Atlanta, GA

Past

June 16, 2014 - December 31, 2015

WAYPOINT WEALTH COUNSEL LLC

RIA

CRD#: 171822

ATLANTA, GA

Past

January 2, 2013 - December 31, 2014

GOEPPER BURKHARDT LLC

RIA

CRD#: 127896

GREENVILLE, SC

Past

October 23, 2009 - August 25, 2010

CI BRIGHTWORTH PRIVATE WEALTH

RIA

CRD#: 109569

ATLANTA, GA

Past

October 17, 2006 - October 8, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

October 3, 2006 - October 8, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

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".

WAYPOINT WEALTH COUNSEL LLC

CRD#: 171822 / SEC#: 801-110569

RIA

Registered Investment Advisory firm - (5/19/2017 Approved)

Georgia

Registered Investment Advisory firm - (6/9/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (5/22/2017 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

Georgia
(4/5/2016)

IAR

Louisiana
(2/1/2017)

IAR

Texas
(4/27/2022)

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: 11/1/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/2006

General Securities Representative Examination

Current Firm

WAYPOINT WEALTH COUNSEL LLC

CRD#: 171822 / SEC#: 801-110569

RIA

Registered Investment Advisory firm - (5/19/2017 Approved)

Georgia

Registered Investment Advisory firm - (6/9/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (5/22/2017 Terminated)

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Contact information

Main Address

3715 Northside Parkway Nw Building 400, Suite 775, Atlanta, GA 30327

Mailing Address

Phone number

(404) 955-7481

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	878
AUM (Assets Under Management)	$ 663,618,239

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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Bradley S. Mcgrew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Steven Mcgrew's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAYPOINT WEALTH COUNSEL LLC

WAYPOINT WEALTH COUNSEL LLC

GOEPPER BURKHARDT LLC

CI BRIGHTWORTH PRIVATE WEALTH

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

WAYPOINT WEALTH COUNSEL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2006

Series 7

Date: 10/16/2006

Current Firm

WAYPOINT WEALTH COUNSEL LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAYPOINT WEALTH COUNSEL LLC

TRUST BUT VERIFY

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