Kelly McGrathCRD 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.
Pbl Wealth Management
|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|
Total Assets Under Management51MILLIONS
Total Number of Accounts197ACCOUNTS
Average Account Value$258,883
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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