Leo McGrath (CRD# 5763837) is an Investment Advisor Representative working at Mcgrath Wealthcare, LLC in Brewster, NY and has over 13 years of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6865326
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcgrath Wealthcare, LLC | Brewster, NY | Jun 2013 - Current | 10 |
| Mcgrath Wealthcare | Brewster, NY | Jun 2010 - Current | 13 |
| Mcgrath Law | Brewster, NY | Apr 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- CT
- NY
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, NY, TX
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