EM
EM
Evan Mcgrath
11 Years of Experience
Ft. Lauderdale, FL
1 DisclosureBroker
Evan Mcgrath is a registered investment advisor at UBS Financial Services INC., based in Ft. Lauderdale, FL, with 11 years of industry experience. Evan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B
Fee Structure
Investment management only (planning not offered)
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
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Location
401 East Las Olas Boulevard, Las Olas Centre, Ft. Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
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Criminal
August 2013Final Disposition
Employment History
Current Registrations
UBS Financial Services INC.
June 2026 - Present · 4 mos
UBS Financial Services INC.Broker
June 2026 - Present · 4 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2018 - June 2026 · 8 yrs
J.P. Morgan Securities LLCBroker
June 2018 - June 2026 · 8 yrs
Wells Fargo Clearing Services, LLC
March 2017 - June 2018 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
March 2017 - June 2018 · 1 yr 3 mos
MML Investors Services, LLCBroker
August 2016 - February 2017 · 6 mos
Nylife Securities LLCBroker
January 2015 - July 2016 · 1 yr 6 mos
State Registrations24 states
AZCACTFLGAHIILINKYLAMAMDMIMTNCNVNYOHPARITXWAWIWY
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.
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