MM
Mcgrath, Matthew, Joseph
CRD 5755307
Firms
No current firm registrations on file.
Ownership stakes
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Optimize Wealth Management Inc.
President And Chief Executive Officer · Less than 5% · Nov 2024
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Optimize Wealth Management Inc.
Trustee Of Mcgrath 2024 Family Trust · GP / trustee / elected manager · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗