Andrew Mcgrath is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Frisco, TX, with 24 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
17 Cowboys Way Ste 500, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew has 100% ownership in CMR CAP LLC, an investment-related estate planning business, but dedicates no time to it. He also has 50% ownership in Precision Door Service, a garage door business, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
First Union Securities, INC.Broker
State Registrations26 states
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
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