Kelly McGrath has been an investment adviser representative at IronOak Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners. Kelly McGrath holds a Bachelor of Arts in Business Administration from Saint Leo University and an MBA from the University of Maryland.
Ironoak Wealth LLC is a Cedar Park, TX firm with $162M under management, 332 clients and 6 advisers across 2 offices, as of its June 2026 filing.
Kelly McGrath is Retirement Consultant and Senior Wealth Advisor of IronOak Wealth. She specializes in retirement plan design and executive benefit strategies for privately held businesses and professional practices, with over 19 years of experience in financial services. She began her career at Merrill Lynch before moving into management and consulting roles with IMCOM-Europe and other institutional organizations.
Kelly McGrath’s longest registration was 6 years at Erben Associates, LLC (2011–2018). Before joining IronOak Wealth in 2020, Kelly McGrath was registered through Ironclad Strategies LLC and Stonewater Wealth Management, Inc.
- Ironclad Strategies LLC– · under a yearAustin, TX · Adviser representative · Firm CRD 297260
- Stonewater Wealth Management, Inc.– · 4 yearsAustin, TX · Adviser representative · Firm CRD 164953
- Erben Associates, LLC– · 6 yearsAustin, TX · Adviser representative · Firm CRD 148703
Investment adviser representative registrations
Kelly McGrath is registered as an investment adviser representative in Texas, since January 2020.
- TexasSince 16 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 July 2010 |
| Series 7 | General Securities Representative Examination | 20 May 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kelly Ann McGrath
- CRD
- 5080031
- Firm
- IronOak Wealth · CRD 306403
- Office
- 1405 ARROW POINT DRIVE, SUITE 1004, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ironoakwealth.com
Where does Kelly McGrath work?
Kelly McGrath is an investment adviser representative registered through Ironoak Wealth LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kelly McGrath a financial advisor?
Yes. Kelly McGrath has a current investment-adviser registration in Texas, through IronOak Wealth since January 2020.
How many years of experience does Kelly McGrath have?
Kelly McGrath has 16 years in the financial industry, since June 2010, across 4 adviser firms.
What exams has Kelly McGrath passed?
Kelly McGrath has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2010. FINRA credited Kelly McGrath with the SIE, which began in October 2018.
Where did Kelly McGrath work before IronOak Wealth?
Before IronOak Wealth, Kelly McGrath was registered through Erben Associates, LLC, March 2011 to January 2018.
Where is Kelly McGrath based?
Kelly McGrath’s registered office is in Cedar Park, TX.
Is Kelly McGrath registered with FINRA?
No. Kelly McGrath has no current broker registration.
How can I verify Kelly McGrath’s record?
Search CRD 5080031 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly McGrath’s full registration record.
