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Gregory Maximillian Mcgrath

Fisher Investments

Tampa, FL

Plano, TX

CRD 7439856

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

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

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-12-08
TX RA APPROVED 2021-10-29
  • FL RA
    APPROVED
    Since 2021-12-08
  • TX RA
    APPROVED
    Since 2021-10-29

Branch Locations

3109 W Martin L King Jr Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Fisher Investments Plano TX 09/2021 12/2021
Fisher Investments Dallas TX 07/2019 09/2021
Chemstation Dayton OH 06/2018 08/2018
Denison University Granville OH 02/2016 05/2019
Fisher Investments Tampa FL 12/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-29
  • S65 Uniform Investment Adviser Law Examination
    2021-10-29
Other Names
  • Gregory Mcgrath

View on SEC IAPD

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