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Matthew Thomas McGroarty

Nations Financial Group, Inc.

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About Matthew Thomas McGroarty

Matthew McGroarty is an investment advisor representative with Nations Financial Group, Inc. Matthew has been in the industry since 1998 and holds Series 7, Series 31, Series 63, and Series 65 licenses. Matthew has been registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC previously. Matthew McGroarty also owns McGroarty Investment Group. Matthew's office is located in Berwyn, PA.

Firm Information

Matthew McGroarty is currently registered with Nations Financial Group, Inc.. Nations Financial Group, Inc. is a corporation formed in 1997 that provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $3.4 billion in assets for a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm has offices in Cedar Rapids, IA and is registered with the SEC and in 51 states.
Nations Financial Group, Inc.

3925 FOUNTAINS BLVD NE

CEDAR RAPIDS, IA 52411

$3.40B

Assets Under Management

Not reported

Total Clients

91

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew McGroarty’s Registration & Firm History

PA

07/13/2023 - Present

Nations Financial Group, Inc. (BERWYN PA)

PA

07/15/2015 - 07/25/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BERWYN PA)

PA

11/15/2005 - 07/16/2015

WELLS FARGO ADVISORS, LLC (WAYNE PA)

NY

05/14/1998 - 11/11/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/11/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 05/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Matthew Thomas McGroarty. Review regulatory record here.
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