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Amanda Zoch Mcgrath

Asset Advisory Group, Inc.

Kinnelon, NJ

CRD 5198869

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Employer firm

Asset Advisory Group, Inc. CRD 106618

$480M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Asset Advisory Group, Inc.

170 Kinnelon Road, Suite 3, Kinnelon, NJ 07405 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-30
NJ RA APPROVED 2017-05-30
  • TX RA
    APPROVED
    Since 2024-07-30
  • NJ RA
    APPROVED
    Since 2017-05-30

Branch Locations

170 Kinnelon Road, Suite 3, Kinnelon, NJ 07405 • 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
Deutsche Bank Trust Company Am New York NY 06/2015 03/2017
Deutsche Bank Securities Inc. New York NY 10/2016 03/2017
Asset Advisory Group, Inc. Kinnelon NJ 03/2017 Present
  • 06/2015 → 03/2017
    Deutsche Bank Trust Company Am
    New York, NY
  • 10/2016 → 03/2017
    Deutsche Bank Securities Inc.
    New York, NY
  • 03/2017 → Present
    Asset Advisory Group, Inc.
    Kinnelon, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-12
S63 Uniform Securities Agent State Law Examination 2006-11-20
  • S65 Uniform Investment Adviser Law Examination
    2017-04-12
  • S63 Uniform Securities Agent State Law Examination
    2006-11-20
Designations
  • Certified Financial Planner
Other Names
  • Amanda Zoch
  • Amanda Mcgrath

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
STAWNYCHY FINANCIAL SERVICES, INC.
ON INVESTMENT MANAGEMENT CO

Nearby Investors

RANDALL CHARLES EGAN
LAURA ANN INGRAFFEA
ROBERT JAMES BRUNO

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · KINNELON, NJ
ASSET ADVISORY GROUP, INC. · KINNELON, NJ
STAWNYCHY FINANCIAL SERVICES, INC. · KINNELON, NJ

More in Kinnelon, NJ

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