Kelly McGrath, financial advisor Cedar Park TX

Kelly McGrath

CRD Number: 5080031
Current Firm: Ironoak Wealth LLC

Kelly McGrath (CRD# 5080031) is an Investment Advisor Representative working at Ironoak Wealth LLC in Cedar Park, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Golf Apparel, LLC Cedar Park, TX Nov 2021 - Current < 1
Ironoak Wealth LLC Cedar Park, TX Nov 2019 - Current 2
Ironoak Partners, LLC Cedar Park, TX Jan 2010 - Current 12
Stonewater Wealth Management Inc. Cedar Park, TX Jan 2018 - May 2020 2
Ironclad Strategies, LLC Austin, TX May 2019 - Jan 2020 < 1
Erben Associates, LLC Austin, TX Mar 2011 - Jan 2018 6
M Holdings Securities, Inc. Portland, OR May 2010 - Dec 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Kelly A. McGrath
Phone Number: 737-271-9421
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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