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Andrea McGrath, CFP, CRPC, financial advisor Medford MA

Andrea McGrath, CFP, CRPC

CRD Number: 2229466
Current Firm: Voya Financial Advisors, Inc.
Andrea McGrath (CRD# 2229466) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Braintree, MA and has over 21 years of experience in the finance industry. Andrea McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Voya Financial Advisors, Inc. Medford, MA Dec 2020 - Current 3
Bates Insurance Agency, Inc. Medford, MA Mar 2007 - Current 17
Mml Investors Services, LLC Newton, MA Jul 2019 - Dec 2020 1
Massmutual Life Insurance Company Newton, MA May 2019 - Dec 2020 1
Voya Financial Advisors Medford, MA Sep 2014 - Jun 2019 4
Ing Financial Partners, Inc. Medford, MA Jan 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Andrea B. McGrath, CFP, CRPC
92 High Street Ste B2, Medford, MA 02155
Phone Number: 1-800-356-2906
Advisor Website: Https://AndreaBatesMcGrath.com
Firm Website: https://www.voyafinancialadvisors.com
Registered State(s):
  • MA
  • NY
  • TX
Current Firm Details
Voya Financial Advisors, Inc.
Firm's CRD Number: 2882
One Orange Way, Windsor, CT 06095
By the Numbers
  • Total Assets Under Management
    2,685
    MILLIONS
  • Total Number of Accounts
    13,923
    ACCOUNTS
  • Average Account Value
    $192,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities and Investment Advisory Services offered through Voya Financial Advisors,Inc.
member SIPC

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