Brigid Mcgrath
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 assetsHourlyFixed or flat feeCommissionsOther
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
10 years in the industry.
- UBS Financial Services Inc.Jun 2021 to now
- UBS Financial ServicesMay 2020 to May 2021
- Full-time EducationApr 2020 to May 2020
- Rj PopeOct 2019 to Mar 2020
- Crabapple TavernJun 2019 to Jan 2020
- Full-time EducationFeb 2019 to May 2019
- Taqueria TsunamiJun 2018 to Jan 2019
- First Presbyterian ChurchJan 2018 to May 2018
- Full-time EducationAug 2017 to Dec 2017
- The Goddard SchoolFeb 2017 to Jul 2017
- Full-time EducationJan 2017 to Jan 2017
- Kinnucan'sJun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7249990
- Firm CRD
- 8174