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Peter Edward McGratty

Verdence Capital Advisors, LLC

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About Peter Edward McGratty

Peter Edward McGratty is a financial advisor registered with Verdence Capital Advisors, LLC in Maryland. Peter has over 30 years of experience in the financial services industry. He specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations.

Firm Information

Peter McGratty is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

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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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.

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consulting

Consulting

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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Peter McGratty’s Registration & Firm History

MD

05/07/2024 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

NY

10/01/1997 - 01/26/1998

NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)

CA

11/13/1992 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1994

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 11/09/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Edward McGratty.
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