Michael McGrawCRD Number: 6058027
Current Firm: Strategic Financial Services
Michael McGraw (CRD# 6058027) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 9 years of experience in the finance industry. Michael McGraw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Royal Alliance Associates, Inc.
Equitable Advisors, LLC
|Strategic Financial Services, LLC||Utica, NY||Aug 2011 - Current||11|
|Cadaret, Grant & Company, Inc.||Utica, NY||Aug 2013 - Jul 2019||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
Total Assets Under Management1,663MILLIONS
Total Number of Accounts2,950ACCOUNTS
Average Account Value$563,703
- A percentage of assets under your management
- 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
CA, CO, CT, FL, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT
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