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Michael Sean Mcgrath

ZEGA FINANCIAL, LLC·PALM BEACH GARDENS, Florida
SIE, Series 4, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 99TOClean recordZEGA FINANCIAL, LLC
3801 PGA BOULEVARD, PALM BEACH GARDENS, FL 33410CRD# 4039204Firm CRD# 156803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Sean Mcgrath · PALM BEACH GARDENS, FL
Registration
CRD #4039204 · ZEGA FINANCIAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 55
Series 57TO
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ZEGA FINANCIAL, LLC
CRD 156803 · SEC 801-78723
AUM
$4.5B
Regulatory assets under management
Employees
16
36 client accounts
Services offered by ZEGA FINANCIAL, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at ZEGA FINANCIAL, LLC →
Introduction

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Frequently Asked Questions

What services does Michael Sean Mcgrath offer?
Michael Sean Mcgrath specializes in Investment Management, Fee-Only Advisory. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Michael Sean Mcgrath's credentials?
Michael Sean Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Sean Mcgrath located?
Michael Sean Mcgrath is based in PALM BEACH GARDENS, Florida, working with ZEGA FINANCIAL, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Michael Sean Mcgrath charge for services?
Michael Sean Mcgrath's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZEGA FINANCIAL, LLC?
ZEGA FINANCIAL, LLC has approximately 16 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZEGA FINANCIAL, LLC

Michael Mark Brokaw
PALM BEACH GARDENS, FL
John Alexander Pestrichelli
PALM BEACH GARDENS, FL

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