Amanda McGrath has been President and Treasurer of Asset Advisory Group since May 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Asset Advisory Group, Inc. is a Kinnelon, NJ firm with $480M under management, 171 clients and 2 advisers in one office, as of its February 2026 filing.
- Asset Advisory Group, Inc.Current– present · 9 yearsKinnelon, NJ · Adviser representative · Firm CRD 106618
Investment adviser representative registrations
Amanda McGrath is registered as an investment adviser representative in 2 states. The first approvals date from May 2017; the most recent is Texas, in July 2024.
- New JerseySince 30 May 2017
- TexasSince 30 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 April 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 2006 |
| Series 7 | General Securities Representative Examination | 27 September 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Amanda Zoch McGrath
- CRD
- 5198869
- Firm
- Asset Advisory Group · CRD 106618
- Role
- President and Treasurer
- Office
- 170 KINNELON ROAD, SUITE 3, Kinnelon, NJ 07405
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda McGrath work?
Amanda McGrath has been President and Treasurer of Asset Advisory Group, Inc. since May 2018, and is a control person of the firm.
Is Amanda McGrath a financial advisor?
Yes. Amanda McGrath has a current investment-adviser registration in New Jersey and Texas, through Asset Advisory Group since May 2017.
How many years of experience does Amanda McGrath have?
Amanda McGrath has 17 years in the financial industry, since July 2009, across 1 adviser firm.
What exams has Amanda McGrath passed?
Amanda McGrath has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 2006. FINRA credited Amanda McGrath with the SIE, which began in October 2018.
Where is Amanda McGrath based?
Amanda McGrath’s registered office is in Kinnelon, NJ.
Is Amanda McGrath registered with FINRA?
No. Amanda McGrath has no current broker registration.
How can I verify Amanda McGrath’s record?
Search CRD 5198869 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda McGrath’s full registration record.