Colin Mcgroarty
Advisor at MetaTrends LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MetaTrends LLC
Location
Sewickley, PA
Credentials
Series 63, Series 65
Industry experience
14 years
About
Colin Mcgroarty is the sole advisor at MetaTrends LLC in Sewickley, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at StoneX Securities Inc since 2014 and has been involved with MetaTrends LLC since 2007. MetaTrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm applies a combined fundamental and technical process called "Metatrends," using various charting and analysis techniques to guide portfolio allocations and trade timing.
Fee options
$0 - $50,000: 1.50% $50,000 - $100,000: 1.25% $100,000 - $250,000: 1.00% $250,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
May receive commissions from mutual funds in the form of 12b-1s and Trails.
Account minimum: $5,000
Location
Sewickley, PA
Most active in
Colin M has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
StoneX Securities Inc
2014 - Present (12 years)
MetaTrends, LLC
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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