linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Neal Anthony McGrath

CWM, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Neal? Claim Your Profile

About Neal Anthony McGrath

Neal Anthony McGrath is an investment advisor representative with CWM, LLC, a firm based in Omaha, Nebraska. Neal has been in the financial services industry since 1998 and has experience working with individuals, corporations, and other businesses. Neal has passed the Series 63, Series 65, Series 7, and SIE exams. Neal has been registered with the state of Pennsylvania since 2013 and has been registered in Texas since 2017. Neal has previously worked with CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, and AMERIPRISE FINANCIAL SERVICES, INC. Neal also offers tax preparation services through INTEGRATED TAX SOLUTION, LLC.

Firm Information

Neal McGrath is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Solicitor fees from other investment advisors

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Neal McGrath’s Registration & Firm History

PA

01/03/2017 - Present

CWM, LLC (Pittsburgh PA)

PA

01/17/2017 - 05/01/2023

CETERA ADVISOR NETWORKS LLC (PITTSBURGH PA)

PA

12/17/2012 - 01/19/2017

LPL FINANCIAL LLC (PITTSBURGH PA)

PA

02/12/1998 - 12/21/2012

AMERIPRISE FINANCIAL SERVICES, INC. (PITTSBURGH PA)

MN

02/12/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Neal Anthony McGrath is right for you?

Licenses & Designations

IA

Issued 11/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neal Anthony McGrath.
Not sure if Neal Anthony McGrath is right for you?