James Barry Mcgrath
Investment adviser representative at Mariner
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$125.4BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- MarinerFeb 2025 to now
- Mariner Wealth AdvisorsJan 2025 to now
- Cassady Schiller Wealth Management, LLCSep 2015 to Jan 2025
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 3074399
- Firm CRD
- 140195