Phillip Taylor McGrath
Chief Compliance Officer & Director Of OperationsWaterstone Financial Advisory LLCCRD 7959178
About Phillip Taylor McGrath
Phillip Taylor McGrath is listed as Chief Compliance Officer & Director Of Operations at Waterstone Financial Advisory LLC in Fort Myers, FL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Waterstone Financial Advisory LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Phillip Taylor McGrath work?
Phillip Taylor McGrath is listed as Chief Compliance Officer & Director Of Operations at Waterstone Financial Advisory LLC on SEC Form ADV.
How much of Waterstone Financial Advisory LLC does Phillip Taylor McGrath own?
Form ADV reports a beneficial ownership band of Under 5%.
Waterstone Financial Advisory LLC
| Title | Chief Compliance Officer & Director Of Operations |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |