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Brian Donovan McGrath

Grayscale Securities, LLC

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About Brian Donovan McGrath

Brian Donovan McGrath is a financial professional who has been active in the securities industry since September 15, 2018. Brian is currently registered with Grayscale Securities, LLC. Brian has a Series 7, Series 63 and SIE license and holds a state registration in Connecticut. Prior to working with Grayscale Securities, LLC, Brian worked at PIMCO INVESTMENTS LLC from May 15, 2018 to March 7, 2024.

Firm Information

Brian McGrath is currently registered with Grayscale Securities, LLC. Grayscale Securities, LLC is a Limited Liability Company formed in June 2018 and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian McGrath’s Registration & Firm History

CT

07/10/2024 - Present

Grayscale Securities, LLC (Stamford CT)

NY

05/15/2018 - 03/07/2024

PIMCO INVESTMENTS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Donovan McGrath.
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