Brendan McGrath, financial advisor San Francisco CA
89 score

Brendan McGrath

CRD Number: 6239695
Current Firm: Axa Advisors, LLC

Brendan McGrath (CRD# 6239695) is an Investment Advisor Representative working at Axa Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Axa-advisors, LLC New York, NY Dec 2013 - Current 3
Unemployed Redwood City, CA Jun 2013 - Dec 2013 < 1
Ucsb Santa Barbara, CA Aug 2011 - Jun 2013 1
Nordstrom Incorp. Palo Alto, CA Jun 2011 - Jul 2011 < 1
Canada College Redwood City, CA Aug 2010 - May 2011 < 1
Linfield College Mcminnville, OR Aug 2009 - Jun 2010 < 1
Vector Marketing Corp. San Mateo, CA Jun 2009 - Aug 2009 < 1
Linfield College Mcminnville, OR Aug 2008 - Jun 2009 < 1
Menlo Atherton High School Atherton, CA Aug 2007 - Jun 2008 < 1
San Francisco 49ers Santa Clara, CA Jul 2007 - Aug 2007 < 1
Menlo Atherton High School Atherton, CA Aug 2006 - Jun 2007 < 1
San Francisco 49ers Santa Clara, CA Jul 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Brendan P. McGrath
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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