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Peter Edward Mcgratty

Verdence Capital Advisors, LLC

Morristown, NJ

Hunt Valley, MD

CRD 2270455

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Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Verdence Capital Advisors, Llc

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-05-07
  • MD RA
    APPROVED
    Since 2024-05-07

Branch Locations

Morristown, NJ • United States

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • 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
Pinnacle Advisor Solutions Morristown NJ 10/2009 04/2021
Congress Wealth Advisor Solutions New York NY 04/2021 02/2022
Precursor Asset Management Morristown NJ 02/2022 10/2023
Verdence Capital Advisors, Llc Hunt Valley MD 11/2023 Present
  • 10/2009 → 04/2021
    Pinnacle Advisor Solutions
    Morristown, NJ
  • 04/2021 → 02/2022
    Congress Wealth Advisor Solutions
    New York, NY
  • 02/2022 → 10/2023
    Precursor Asset Management
    Morristown, NJ
  • 11/2023 → Present
    Verdence Capital Advisors, Llc
    Hunt Valley, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-18
  • S63 Uniform Securities Agent State Law Examination
    1994-08-18
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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