Patrick McGrath, financial advisor Mitchell Field NY

Patrick McGrath

CRD Number: 1251254
Current Firm: Western International Securities

Patrick McGrath (CRD# 1251254) is an Investment Advisor Representative working at Western International Securities in Mitchell Field, NY and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Nov 2018 - Current 5
Northeast Asset Management LLC Mitchel Field, NY Mar 2014 - Nov 2018 4
Northeast Securities, Inc. Mitchel Field, NY Feb 2014 - Aug 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Nov 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick McGrath
Phone Number: (888) 793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
  • DE
  • FL
  • MI
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    3,480
    MILLIONS
  • Total Number of Accounts
    12,253
    ACCOUNTS
  • Average Account Value
    $283,980
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

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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