Keith Joseph Mcgrath
Investment adviser representative at Regal Advisory Services, Inc.
13 yearsExperience
3 statesRegistered in
$121.4MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Regal Advisory Services, Inc.Jul 2017 to now
- Regal SecuritiesJan 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (LA, NJ, TX).
Regal Advisory Services, Inc.
$121.4MAssets managed
274Clients
23Advisers
16 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
- 2280307
- Firm CRD
- 123842