Zachary A. Mcgrath
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Zachary Augustus Mcgrath, CFP®, who also goes by Zach Mcgrath, was a registered financial professional .
Zachary is a previously registered financial professional and started their career in finance in 2009. Zachary had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 14, 2019 - June 28, 2022
THE PACIFIC FINANCIAL GROUP, INC.
August 4, 2015 - June 15, 2017
PREFERRED CAPITAL SECURITIES, LLC
April 18, 2015 - August 3, 2015
INTERNATIONAL ASSETS ADVISORY, LLC
October 22, 2010 - May 5, 2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
January 27, 2010 - October 7, 2010
FORTITUDE ADVISORY GROUP L.L.C.
June 9, 2009 - January 4, 2010
CLIENTFIRST WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
THE PACIFIC FINANCIAL GROUP, INC.
CRD#: 105203 / SEC#: 801-18151
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE PACIFIC FINANCIAL GROUP, INC.
CRD#: 105203 / SEC#: 801-18151
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,959 |
| AUM (Assets Under Management) | $ 4,111,414,788 |
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.
