Amanda Zoch Mcgrath
Investment adviser representative at Asset Advisory Group, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$479.5MFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Asset Advisory Group, Inc.Mar 2017 to now
- Deutsche Bank Securities Inc.Oct 2016 to Mar 2017
- Deutsche Bank Trust Company AmJun 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Asset Advisory Group, Inc.
$479.5MAssets managed
171Clients
2Advisers
32 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
- 5198869
- Firm CRD
- 106618