AdvisorOS Directory
Claim Profile
Unclaimed Profile
PG

Paul Grady

MA ASSET MANAGEMENT, LLC·IRVINGTON, New York
SIE, Series 99Clean recordMA ASSET MANAGEMENT, LLC
3 WEST MAIN STREET, IRVINGTON, NY 10533CRD# 6248768Firm CRD# 283673

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Grady · IRVINGTON, NY
Registration
CRD #6248768 · MA ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MA ASSET MANAGEMENT, LLC
CRD 283673 · SEC 801-107811
AUM
$181M
Regulatory assets under management
Employees
16
4 client accounts
Services offered by MA ASSET MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at MA ASSET MANAGEMENT, LLC →
Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in IRVINGTON?

Browse all registered financial advisors in IRVINGTON, New York or claim this profile if it's yours.

Browse IRVINGTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Paul Grady offer?
Paul Grady specializes in Retirement Planning. Contact their office in IRVINGTON, New York for a consultation.
What are Paul Grady's credentials?
Paul Grady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Grady located?
Paul Grady is based in IRVINGTON, New York, working with MA ASSET MANAGEMENT, LLC. Their office serves clients in the IRVINGTON metropolitan area and surrounding communities.
How does Paul Grady charge for services?
Paul Grady's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MA ASSET MANAGEMENT, LLC?
MA ASSET MANAGEMENT, LLC has approximately 16 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in IRVINGTON, New York

John Belluardo
STEWARDSHIP FINANCIAL SERVICES, INC.·IRVINGTON, NY
Daniel J Siracuse
ELM RIDGE CAPITAL MANAGEMENT, LLC·IRVINGTON, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile