Richard Anthony McGrath

Investment Adviser Representative at BISON WEALTH, LLC

Virginia Beach, VACRD #2938860Investment Adviser Rep

Disclosure(s) on record — see official records below

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

19 yrs

States Registered

2 states

Exams Passed

Registrations & licenses

Registration type

Investment Adviser Rep

Registered in 2 states

GeorgiaVirginia

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 8/29/2016

Series 63

Uniform Securities Agent State Law Examination

Passed 12/21/2002

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 12/21/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Blended rate

0.02

Source

BISON Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LINCOLN FINANCIAL SECURITIES CORPORATION

7/1/2009 – 5/18/2012VIRGINIA BEACH, VA

NYLIFE SECURITIES LLC

1/2/2003 – 7/16/2009VIRGINIA BEACH, VA

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Anthony McGrath 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.