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Michael Patrick McGrath

Bluerock Capital Markets LLC

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About Michael Patrick McGrath

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.

Firm Information

Michael McGrath is currently registered with Bluerock Capital Markets LLC. Bluerock Capital Markets LLC is a Limited Liability Company formed in August 2005. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as in Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

30

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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Michael McGrath’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Patrick McGrath.
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