Stephen McGahran (CRD# 4909580) is an Investment Advisor Representative working at Bravias Capital Group, LLC in Iselin, NJ and has over 18 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bravias Capital Group, LLC | Iselin, NJ | Sep 2021 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | May 2018 - Sep 2021 | 3 |
| Axa Advisors, LLC | New York, NY | May 2018 - Jun 2020 | 2 |
| Morgan Stanley | Shrewsbury, NJ | Jan 2017 - May 2018 | 1 |
| Oppenheimer | New York, NY | Sep 2014 - Oct 2016 | 2 |
| Merrill Lynch | Red Bank, NJ | Nov 2007 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- FL
- NJ
-
Total Assets Under Management170MILLIONS
-
Total Number of Accounts759ACCOUNTS
-
Average Account Value$224,526
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, FL, GA, NJ, NM, NY, PA, TX
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