Michael W. Mcgrath
STRATEGIC ADVISERS LLC | Financial Consultant
HANOVER, MA
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CRD#: 6095928
Professional summary
Michael William Mcgrath, who also goes by Michael Mcgrath, Mike Mcgrath, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hanover, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Westwood, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a dedicated financial consultant at Fidelity Investments, I help individuals and families unlock the full resources that Fidelity has to offer. In doing so I help them discover financial wellness so they can achieve financial freedom, create wealth and feel confident and comfortable in their retirement and financial plans. I have a true passion for collaborating with my clients on unique financial plans that strive to meet their specific goals and needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Mcgrath | Mike 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael William 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®
NoneEducation
Suffolk University
Bachelor of Business Administration - Business Management & Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 109 University Ave Ste 107, Westwood, MA 02090-2306RIA
CRD#: 104555
HANOVER, MA
Current
March 23, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 109 University Ave Ste 107, Westwood, MA 02090-2306BD
CRD#: 7784
Westwood, MA
Past
June 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTWOOD, MA
Past
May 10, 2013 - February 23, 2022
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
BOSTON, MA
Past
September 19, 2012 - April 16, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/25/2023)
RR
California(1/4/2025)
RR
Colorado(9/29/2023)
RR
Connecticut(1/6/2023)
RR
District of Columbia(1/7/2026)
RR
Florida(3/23/2022)
RR
Maine(1/6/2023)
RR
Massachusetts(3/23/2022)
IAR
Massachusetts(3/31/2025)
RR
Minnesota(1/4/2025)
RR
New Hampshire(3/23/2022)
RR
New York(1/6/2023)
RR
Oregon(1/4/2025)
RR
Rhode Island(3/23/2022)
RR
South Carolina(3/1/2024)
RR
Vermont(1/6/2023)
RR
West Virginia(5/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
