Emily McGrath (CRD# 6082223) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 4 years of experience in the finance industry.
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 4276969
SRI Investing
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legg Mason Investor Services LLC | Stamford, CT | Nov 2014 - Current | 2 |
| Clearbridge Investments | New York, NY | Nov 2014 - Current | 2 |
| Legg Mason & Co LLC | Stamford, CT | Oct 2014 - Current | 2 |
| Northwestern Mutual Investment Services, LLC | Westport, CT | May 2013 - Oct 2014 | 1 |
| Northwestern Mutual Investment Services, LLC | Westport, CT | Sep 2012 - Oct 2014 | 2 |
| Mary G. Lundstrom | Westport, CT | Jul 2012 - Sep 2014 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2012 - Jul 2012 | < 1 |
| Quinnipiac University | Hamden, CT | Aug 2011 - May 2012 | < 1 |
| Quinnipiac University | Hamden, CT | Aug 2008 - May 2012 | 3 |
| Quinnipiac University | Hamden, CT | Aug 2008 - May 2012 | 3 |
| Target | Concord, NH | Oct 2007 - Feb 2012 | 4 |
| Concord Public Schools | Concord, NH | Sep 2002 - Jun 2008 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- CT
-
Total Assets Under Management99,256MILLIONS
-
Total Number of Accounts101,639ACCOUNTS
-
Average Account Value$976,554
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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
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