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Chief Compliance Officer, Chief Financial Officer · McNally Advisors, LLC

Brian M. Grogan

CRD 6835116 · Named on Form ADV at one SEC-registered adviser

At a glance

McNally Advisors, LLC, an SEC-registered private fund adviser based in Chicago, IL with $681 million in regulatory assets, lists Brian M. Grogan on its Form ADV as Chief Compliance Officer, Chief Financial Officer, a control person.

Firms and roles

  • McNally Advisors, LLCChief Compliance Officer, Chief Financial OfficerPrivate fund adviser · Chicago, IL · $681M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.