Matthew McGrath, financial advisor Coral Gables FL
96 score

Matthew McGrath

CRD Number: 2983504
Current Firm: Evensky & Katz/foldes Financial Wealth Management

Matthew McGrath (CRD# 2983504) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 19 years of experience in the finance industry. Matthew McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Evensky & Katz/foldes Financial Coral Gables, FL Jul 2014 - Current 2
Evensky & Katz LLC Coral Gables, FL Jan 2007 - Jul 2014 7
Evensky Brown & Katz Coral Gables, FL Jan 2001 - Jan 2007 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Matthew A. McGrath
Phone Number: 305-448-8882
Firm Website: http://www.evensky.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,461
    MILLIONS
  • Total Number of Accounts
    5,174
    ACCOUNTS
  • Average Account Value
    $282,411
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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