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LM

Leo T. Mcgrath

MCGRATH WEALTHCARE
Brewster, NY 10509
Some features on this profile are disabled
CRD#: 5763837
LM

Professional summary

Leo T Mcgrath, who also goes by Leo Thomas Mcgrath, Leo Mcgrath, is a registered financial advisor currently at MCGRATH WEALTHCARE, LLC located in Brewster, New York.

Leo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Leo has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leo Thomas Mcgrath | Leo Mcgrath

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.
lawyer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leo T Mcgrath's 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

August 16, 2021 - Present

MCGRATH WEALTHCARE, LLC

Office #1: 162 Prospect Hill Road, Brewster, NY 10509
RIA
CRD#: 167226
Brewster, NY
Past

April 27, 2010 - May 28, 2013

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
BREWSTER, NY

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
Connecticut
(5/26/2023)
IAR
New York
(8/16/2021)
IAR
Texas
(3/3/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/26/2010
General Securities Representative Examination

Current Firm

MW
MCGRATH WEALTHCARE, LLC
MCGRATH WEALTHCARE | MCGRATH WEALTHCARE, LLC

CRD#: 167226 / SEC#:

Connecticut
Registered Investment Advisory firm - (5/26/2023 Approved)
New York
Registered Investment Advisory firm - (6/4/2013 Approved)
Texas
Registered Investment Advisory firm - (3/3/2022 Conditional Restricted)
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Contact information

Main Address
162 Prospect Hill Road, Brewster, NY 10509
Mailing Address
Phone number
(845) 582-7004
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

MCGRATH WEALTHCARE, LLC

CRD#: 167226Brewster, NY 10509

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