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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

TitleChief Compliance Officer & Director Of Operations
OwnershipUnder 5%
Control personNo
Since2025
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