Colin W. Mcgroarty
Professional summary
Colin William Mcgroarty is a registered financial advisor currently at METATRENDS LLC located in Sewickley, Pennsylvania and STONEX SECURITIES INC. located in Sewickley, Pennsylvania.
Colin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Colin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Colin William Mcgroarty's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 21, 2014 - Present
METATRENDS LLC
September 12, 2014 - Present
STONEX SECURITIES INC.
August 4, 2011 - September 12, 2014
WRP INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/12/2014)
(9/12/2014)
(4/8/2016)
(3/21/2014)
(9/12/2014)
(4/8/2016)
Exams
FINRA
Current Firm
METATRENDS LLC
CRD#: 141645 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 5,700,000 |
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.
