Patrick Mcgrath

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2018
  University Of San Diego
  San Diego, CA
• 07/2018 → 06/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2017 → 06/2018
  Hall Private Wealth Advisors
  Solana Beach, CA
• 06/2022 → 12/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 12/2023 → Present
  Aw Securities
  Folsom, CA
• 12/2023 → Present
  Allworth Financial, Llc
  Folsom, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-21
• S63 Uniform Securities Agent State Law Examination
  2018-08-27

Other Names

• Patrick Mcgrath
• Patrick Francis Mcgrath