Patrick Timothy Mcgrade

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2005 → 12/2017
  Mcdermott & Thomas Associates
  Staten Island, NY
• 03/2006 → 12/2023
  Royal Alliance Associates
  Staten Island, NY
• 12/2017 → 10/2020
  Cook Maran
  Mellville, NY
• 10/2020 → Present
  Epic Insurance Brokers And Consultants
  Jersey City, NJ

Previous Registrations

• 2009-03-20 → 2023-12-31
  Osaic Wealth, Inc.
  Staten Island, NY
  Metuchen, NJ

Other Businesses

1) STATEN ISLAND ROTARY ROTARY CLUB - ROTARY INTERNATIONAL POSITION: Other - Board Member NATURE: Volunteer Service organization that raises money for the Staten Island Rotary Foundation (SIRF). SIRF is a Non Profit Organization that helps those in need in the Staten Island Community. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 5 START DATE: 09/09/2014 ADDRESS: The Staten Island Rotary Club, P.O. Box 140717, Staten Island NY 10314-0717, United States DESCRIPTION: Club and Community Service. I also serve on the Board for the Club. 2) EDGEWOOD PARTNERS INSURANCE CENTER (EPIC) POSITION: Managing Principal / Employee Benefit Advisor NATURE: EPIC is a Commercial Property and Casualty and Employee Benefit insurance brokerage and consulting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 11/01/2019 ADDRESS: 499 Washington Blvd., Suite 810, Jersey City NJ 07310, United States DESCRIPTION: I'm an advisor in the Employee Benefit division advising companies with 25- 1000 employees on their Employee Benefit offerings including but not limited to Health, Dental, Vision, STD, LTD and Life Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-19
• S63 Uniform Securities Agent State Law Examination
  2006-06-09

Other Names

• Patrick Mcgrade