Peter Edward Mcgratty
Investment adviser representative at Verdence Capital Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$4.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Verdence Capital Advisors, LLCNov 2023 to now
- Precursor Asset ManagementFeb 2022 to Oct 2023
- Congress Wealth Advisor SolutionsApr 2021 to Feb 2022
- Pinnacle Advisor SolutionsOct 2009 to Apr 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (MD).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2270455
- Firm CRD
- 288512