David
Mcgahay
Greenrock Research, Inc
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About this Advisor
David Mcgahay is a financial advisor working out of Chicago, Illinois who has 19 years of industry experience. Mcgahay is an advisor for Greenrock Research, Inc. They have worked at Greenrock Research, Inc for their entire career. Mcgahay holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in Illinois. Greenrock Research, Inc is a financial advisory business operating out of Chicago, IL. It handles $965 million in assets under management between its 2,682 accounts, making it one of the larger firms in the nation by assets under management. Greenrock Research, Inc offers a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees for financial management largely are based on which service is offered. However, fee types charged by Greenrock Research, Inc likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenrock Research, Inc Brokerage Details
$965,128,260
6
2,682
$359,854
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
David Mcgahay Work History
David has been registered as a financial advisor for 19 years.*
Greenrock Research, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Mcgahay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greenrock Research, Inc
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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