Neal McGrath, financial advisor Pittsburgh PA

Neal McGrath

CRD Number: 2997652
Current Firm: Cwm, LLC

Neal McGrath (CRD# 2997652) is an Investment Advisor Representative working at Cwm, LLC in Pittsburgh, PA and has over 24 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Advisor Networks LLC
Similar Advisors
C. Ellis, financial advisor Pittsburgh PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Avantax Advisory Services
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2017 - Current 5
Cwm, LLC Pittsburgh, PA Dec 2013 - Current 8
Aptus Wealth Planning Pittsburg, PA Dec 2012 - Current 9
Lpl Financial LLC Pittsburgh, PA Dec 2012 - Jan 2017 4
Private Advisor Group, LLC Morristown, NJ Dec 2012 - Dec 2013 1
Riversource Life Insurance Company Pittsburgh, PA Jan 1998 - Dec 2012 14
Ameriprise Financial Services Inc. Pittsburgh, PA Jan 1998 - Dec 2012 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Neal A. McGrath
Phone Number: 402-330-0808
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    19,949
    MILLIONS
  • Total Number of Accounts
    82,314
    ACCOUNTS
  • Average Account Value
    $242,355
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Neal McGrath and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.