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Kavita McGrady

Harris Williams

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About Kavita McGrady

Kavita McGrady is a registered representative at Harris Williams. Kavita is licensed to provide investment advice in Virginia. Kavita has passed the Series 63, Series 79TO and SIE exams. Kavita McGrady has been in the securities industry for less than one year.

Firm Information

Kavita McGrady is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

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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Kavita McGrady’s Registration & Firm History

VA

08/04/2023 - Present

Harris Williams (RICHMOND VA)

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Licenses & Designations

BC

Issued 05/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kavita McGrady.
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