Brian McGrath (CRD# 6120615) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance | Needham, MA | Jan 2016 - Current | 8 |
| Park Avenue Securities | Needham, MA | Jan 2016 - Current | 8 |
| Guardian Life Insurance Co | Wellesley, MA | Jul 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- AZ
- CA
- CO
- CT
- DC
- FL
- IL
- ME
- MD
- MA
- MI
- MO
- NE
- NH
- NJ
- NY
- NC
- OR
- RI
- TX
- WI
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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