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Bradley Steven Mcgrew

Waypoint Wealth Counsel LLC

Atlanta, GA

CRD 5223609

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Employer firm

Waypoint Wealth Counsel LLC CRD 171822

$433M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Waypoint Wealth Counsel Llc

3715 Northside Parkway Nw Building 100, Suite 310, Atlanta, GA 30327 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-27
LA RA APPROVED 2017-02-01
GA RA APPROVED 2016-04-05
  • TX RA
    APPROVED
    Since 2022-04-27
  • LA RA
    APPROVED
    Since 2017-02-01
  • GA RA
    APPROVED
    Since 2016-04-05

Branch Locations

3715 Northside Parkway Nw Building 100, Suite 310, Atlanta, GA 30327 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waypoint Wealth Counsel Llc Atlanta GA 05/2014 08/2026
Mai Capital Management, Llc Cleveland OH 08/2026 Present
Previous Registrations
  • 2014-06-16 → 2015-12-31
    Waypoint Wealth Counsel Llc
    Atlanta, GA
  • 2013-01-02 → 2014-12-31
    Goepper Burkhardt Llc
    Greenville, SC
  • 2009-10-23 → 2010-08-25
    Ci Brightworth Private Wealth
    Atlanta, GA
  • 2006-10-03 → 2009-10-08
    Truist Investment Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-01
  • S66 Uniform Combined State Law Examination
    2006-11-01
Designations
  • Certified Financial Planner
Other Names
  • Brad Mcgrew
  • Bradley Stevem Mcgrew

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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