Ronald Mcgrath
Ronald Mcgrath is a registered investment advisor at Cetera Investment Advisers LLC, based in Old Brookville, NY, with 27 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Old Brookville, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Other Business ActivitiesSells Insurance
Ronald operates McGrath Wealth Management as a DBA and works as an accountant providing tax preparation and accounting services since 1987, taking about 10-20% of his time. Ronald is also an insurance sales agent selling life insurance since 2004, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations12 states
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