Michael G Mcgrath

CRD 5447089 · Fidelity Brokerage Services LLC · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Michael G. Mcgrath; Michael Gerald Mcgrath; Michael Mcgrath

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Westlake, TX · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
North Richland Hills, TX · BD capacity

Feb 10, 2017 → present
Fidelity Brokerage Services LLCCurrent
Westlake, TX · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Feb 23, 2017 → Jul 13, 2018
Umpqua Investments, Inc.
BD capacity

Oct 31, 2013 → Oct 12, 2016
Umpqua Investments, Inc.
IA capacity

Oct 31, 2013 → Oct 12, 2016
Wells Fargo Advisors, LLC
BD capacity

Dec 19, 2012 → Oct 18, 2013
Wells Fargo Advisors, LLC
IA capacity

Dec 19, 2012 → Oct 18, 2013
Wells Fargo Advisors, LLC
BD capacity

Jan 3, 2011 → Apr 24, 2012
Wells Fargo Advisors, LLC
IA capacity

Jan 3, 2011 → Apr 24, 2012
Wells Fargo Investments, LLC
IA capacity

Dec 7, 2007 → Jan 3, 2011
Wells Fargo Investments, LLC
BD capacity

Nov 20, 2007 → Jan 3, 2011

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5447089 ↗ FINRA BrokerCheck record for CRD 5447089 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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