about me

Who is Katherine Ann McGrath?

I am a seasoned Certified Financial Planner (CFP®) with over 30 years of dedicated expertise in the financial services industry. Having built a distinguished career for myself as an investment broker and trusted advisor, assisting individuals and families in achieving their financial goals and safeguarding their futures. I have 55 state licenses to practice.

My knowledge of investment management and financial planning is extensive. My all-encompassing strategy entails carefully examining my clients’ financial circumstances, comprehending their particular objectives, and developing customised plans that support their goals. Whether it’s portfolio management, estate planning, retirement planning, or tax optimisation, my insights and strategic advice have continuously enabled my customers to make wise choices.

I am an adept Fiduciary Advisor who thrives at seeing and seizing chances. I can precisely manage the complexity of financial markets because to my in-depth understanding of market trends and sharp analytical thinking. I am skilled at building diverse portfolios that strike a balance between risk and return, guaranteeing that my customers’ assets are primed for long-term development.

See Detailed Info on Finra

Katherine's Services

Professional Services I offer to my clients

Financial Advice

Katherine offers professional advice on all issues relating to finance and investments.

Asset Management

Be it crypto assets to physical assets, Catherine helps her clients manage their assets worldwide.

Market research

Katherine also offer in-depth market research and price action analysis to help traders channel capital correctly.

Mentoring

Guiding and mentoring upcoming investors is also what we do.

Estates Management

General real estate investments, property acquisition and land banking

Grooming

We help young crypto traders and investors understand the dynamics of the crypto market.

PROFESSIONAL WORK HISTORY

I have accumulated experiences over time working with 6 of the best brokerage/investment firms in the United States.

MORGAN STANLEY
(CRD# 149777)

2009 - Present

CITIGROUP GLOBAL MARKETS INC. (CRD#:7059)

2007-2009

ESSEX NATIONAL SECURITIES, INC.
(CRD#:25454)

2003-2007

UBS PAINEWEBBER INC.
(CRD#:8174)

1998-2001

PAINEWEBBER INCORPORATED
(CRD#:8174)

1987-1996

SMITH BARNEY, HARRIS UPHAM & CO., INC. (CRD#:7059)

1985-1986

Professional Exams

Securities Industries Essential Examination

General Industry/Product Exams
Category - SIE, 10/01/2018

General Securities Representative Examination.

General Industry/Product Exams
Category - Series7 02/16/1985

Uniform Securities Agent State Law Examination.

States Securities Law Exam
Category - Series63 01/27/1988

CLIENT TESTIMONIALS

What happy clients say about me...

Katherine did an excellent creative job, addressing our request quickly, and also providing her own Financial insight, being open to feedback and easy to talk to. She worked with us the entire way. Highly recommended.

Jay Christable

Model

She was awesome in finding fundamental issues with our trading, and also helped to develop strategies that increased our revenue greatly. I highly recommend her to anyone who requires her services.

Jeremy Austin

Business Man

I never knew crypto trading was very profitable. After attending Jenny's seminar, I picked up a few skills I still use today. Still very thankful for the opportunity to learn from a real professional in the field.

Camila Frank

Clerk

Just wanted to share with you my experience working with Katherine as my investment advisor and broker. What started as a simple conversation turned into a lucrative opportunity for me. After seeing her recommendation on YouTube, I reached out to seek advice. Katherine expertly tailored my portfolio, leading to significant success. I highly recommend her to anyone looking to grow their finances.

Hakim Robby

Trader

On my search for a certified fiduciary, I came across an article online about Katherine Ann McGrath, and I decided to follow up on it. It led me to her website, and I must say, she has been nothing short of a miracle. Thanks to her, I have become a better and smarter investor.

July Debb

Investor

GET IN TOUCH

Feel free to contact me, I will get back to you within 24-48 standard business hours.