Phillip Taylor Mcgrath
Investment adviser representative at Waterstone Financial Advisory LLC
12 yearsExperience
1 stateRegistered in
$262.5MFirm assets
3 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
Experience
12 years in the industry.
- Waterstone Financial Advisory LLCAug 2024 to now
- TD BankMay 2023 to now
- UnemployedOct 2022 to May 2023
- Guaranteed Rate AffinitySep 2021 to Oct 2022
- United Wholesale MortgageFeb 2020 to Jul 2021
- UnemployedOct 2019 to Feb 2020
- North American BancardNov 2014 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Waterstone Financial Advisory LLC
$262.5MAssets managed
291Clients
3Advisers
3 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
- 7959178
- Firm CRD
- 325012