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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGrade is an investment advisor representative at MAI Capital Management, LLC. Patrick has been in the financial services industry since 2006. Patrick is registered as an investment advisor in Connecticut, New York, and Pennsylvania. Patrick has also passed the Series 63, 65, and SIE exams. Patrick has a diverse background in the financial services industry and is dedicated to providing quality service to clients. Patrick is a member of the Staten Island Rotary Club and serves as a Managing Principal and Employee Benefit Advisor at Edgewood Partners Insurance Center (EPIC). Patrick is a dedicated professional with a strong commitment to providing clients with the highest level of service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
NJ
01/25/2024 - Present
MAI Capital Management, LLC (Jersey City NJ)
NJ
03/31/2006 - 12/31/2023
OSAIC WEALTH, INC. (METUCHEN NJ)
IA
Issued 09/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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