Unclaimed
Michael McGrath is a financial professional with over 27 years of experience in the industry. Michael is currently registered with Bluerock Capital Markets LLC and is based in New York, NY. Previously, Michael has held positions at Thales Capital Partners LLC, Scura Paley Securities LLC, Perella Weinberg Partners LP, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Nuveen Investments, LLC, Gruntal & Co., L.L.C. and PaineWebber Incorporated. Michael holds several licenses, including Series 7, Series 24, Series 63, and Series 65. Michael's areas of expertise include investment banking.
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.
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.
1
2
NY
07/16/2024 - Present
Bluerock Capital Markets LLC (New York NY)
NY
02/06/2018 - 07/18/2023
THALES CAPITAL PARTNERS LLC (New York NY)
NA
08/10/2015 - 01/19/2018
SCURA PALEY SECURITIES LLC (Toronto, Ontario )
NY
08/17/2012 - 01/05/2015
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
NY
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
03/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
12/14/2006 - 02/28/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
11/01/2001 - 05/18/2004
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
NY
05/28/1993 - 08/02/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
11/07/1991 - 08/19/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/20/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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