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Michael Mcgarrity

29 Years of Experience
Palm Beach Gardens, FL
Broker

Michael Mcgarrity is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael owns 100% of MCG Wealth, LLC, an investment-related business. This is a full-time commitment, with a small portion of the time spent during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2009 - February 2023 · 13 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - February 2023 · 13 yrs 11 mos
Banc of America Investment Services, INC.Broker
April 1998 - March 2009 · 10 yrs 11 mos
Banc of America Investment Services, INC.
April 1998 - March 2009 · 10 yrs 11 mos
Barnett Investments, INC.Broker
June 1997 - April 1998 · 10 mos
Advest, INC.Broker
December 1995 - August 1996 · 8 mos
Alex. Brown & Sons IncorporatedBroker
September 1995 - October 1995 · 1 mo
State Registrations21 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Mcgarrity - Financial Advisor | TrueAdvisor