Peter Edward McGratty
Investment Adviser Representative at Verdence Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter Edward Mcgratty is an investment adviser representative with Verdence Capital Advisors, LLC in Morristown, NJ, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Maryland.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pinnacle Advisor SolutionsOct 2009 – Apr 2021Morristown, NJ
- Congress Wealth Advisor SolutionsApr 2021 – Feb 2022New York, NY
- Precursor Asset ManagementFeb 2022 – Oct 2023Morristown, NJ
- Verdence Capital Advisors, LLCNov 2023 – no end date reportedHunt Valley, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Verdence Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Private wealth management, family office services, financial planning, legacy preservation, business exit planning, and wealth event planning, all with concierge-level support and access to alternative and private investments
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 35
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Hunt Valley, MD
- SEC file number:
- 801-110722
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 22, 2026
View full firm profileOther advisors at Verdence Capital Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Edward McGratty has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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