Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McGrath is a financial advisor with The Colony Group, LLC, a firm with a focus on providing wealth management, investment management, and financial planning services to individuals and families. Thomas has extensive experience in the financial services industry. Prior to joining The Colony Group, LLC, Thomas was with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., and PHOENIX EQUITY PLANNING CORPORATION. Thomas specializes in providing financial planning, investment management, and insurance solutions. Thomas McGrath is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
NY
08/13/2024 - Present
THE Colony Group, LLC (Albany NY)
NY
07/05/2011 - 12/11/2019
LPL FINANCIAL LLC (ALBANY NY)
NY
05/12/2004 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ALBANY NY)
CT
08/02/2001 - 04/26/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Thomas McGrath is the right advisor for you? Invested Better is here to help.
