Brian
Mcgrath

Park Avenue Securities LLC

CRD#6120615
Investment Advisor
in Needham Heights, MA

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About this Advisor

Brian Mcgrath is a financial advisor operating out of Needham Heights, Massachusetts, with 6 years of industry experience. Mcgrath is an employee of Park Avenue Securities LLC. Over the course of their career, Mcgrath has held roles at Guardian Life Insurance Co, Guardian Life Insurance and Park Avenue Securities. Mcgrath has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California, Colorado, Connecticut, District Of Columbia, Florida, Maine, Maryland, Massachusetts, Michigan, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Oregon, Rhode Island, Texas and Wisconsin. Park Avenue Securities LLC is a business headquartered in New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It administers $10 billion in total assets across its 57,359 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% belong to high-net-worth individuals who have greater than $1 million in assets. Park Avenue Securities LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types billed by Park Avenue Securities LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

160 Gould Street Suite 310
Needham Heights, MA 02494

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

MA Average: $7,464,549,021
Total Number of Employees

1,825

MA Average: 88
Total Number of Accounts

57,359

MA Average: 3,892
Average Account Size

$172,819

MA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Brian Mcgrath Work History

Brian has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Guardian Life Insurance

2016 - Present (8 years)

Park Avenue Securities

2012 - 2015 (3 years)

Guardian Life Insurance Co

*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 Brian Mcgrath 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 Park Avenue Securities LLC

Andrew Matthieson
Alpharetta, GA
John Kelley
Englewood, CO
William Roerden
Warwick, NY
George Papanicolaou
Port Chester, NY
Derek Malis
Buffalo, NY
Bartosz Warzycha
Columbus, OH
Corwin Davidson
Liberty Hill, TX
Chelsea Gottschling
Claremont, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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