Patrick McGrath, financial advisor Miami FL
26 score

Patrick McGrath

CRD Number: 1251254
Current Firm: Northeast Asset Management, Inc.

Patrick McGrath (CRD# 1251254) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Miami, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Northeast Securities, Inc. Miami, FL Feb 2014 - Current 2
Oppenheimer & Company Inc. Miami, FL Apr 2009 - Jan 2014 4
Wachovia Securities, LLC Coral Gables, FL Jul 2003 - Apr 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Nov 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Patrick McGrath
Phone Number: 516-222-5300
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    347
    MILLIONS
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $408,028
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, PA, PR, SC, TN, TX, VA, WV

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BADGES
26

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