Susan Lee Mcgrath
Investment adviser representative at Holcombe & Mcgrath
28 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$155.9MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Holcombe & McgrathJan 1998 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (LA, NC, TX).
Holcombe & Mcgrath
Legal name: Mcgrath & Associates, Inc.
$155.9MAssets managed
268Clients
2Advisers
4 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
- 4486875
- Firm CRD
- 121197