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Simeon McGrath

Invesco Distributors, Inc.

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About Simeon McGrath

Simeon McGrath is a financial professional with over 10 years of experience in the industry. Simeon is currently registered with Invesco Distributors, Inc. in Atlanta, GA and holds Series 6, 7TO, 51, 24 and 63 licenses. Previously, Simeon has been employed by several firms including ADP Broker-Dealer, Inc., Transamerica Capital, Inc., Transamerica Investors Securities Corporation and GWFS Equities, Inc. Simeon is registered in 53 states and the District of Columbia.

Firm Information

Simeon McGrath is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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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Simeon McGrath’s Registration & Firm History

GA

09/02/2020 - Present

Invesco Distributors, Inc. (ATLANTA GA)

NJ

11/13/2018 - 10/10/2019

ADP BROKER-DEALER, INC. (ROSELAND NJ)

CO

01/04/2017 - 11/07/2018

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CO

05/15/2015 - 01/04/2017

TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)

CO

04/01/2009 - 05/12/2015

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 04/09/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2023

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/30/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Simeon McGrath.
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