Unclaimed Profile

Edward Mcgee

GRAYSCALE ADVISORS, LLC·STAMFORD, Connecticut

Clean recordGRAYSCALE ADVISORS, LLC

290 HARBOR DRIVE, STAMFORD, CT 06902CRD# 6421079Firm CRD# 314868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Mcgee · STAMFORD, CT

Registration

CRD #6421079 · GRAYSCALE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Edward Mcgee is a registered financial advisor based in STAMFORD, Connecticut, affiliated with GRAYSCALE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GRAYSCALE ADVISORS, LLC

GRAYSCALE ADVISORS

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRAYSCALE ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6421079

Firm CRD# 314868

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward Mcgee offer?

Edward Mcgee specializes in Investment Management, Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.

What are Edward Mcgee's credentials?

Edward Mcgee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Mcgee located?

Edward Mcgee is based in STAMFORD, Connecticut, working with GRAYSCALE ADVISORS, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Edward Mcgee charge for services?

Edward Mcgee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRAYSCALE ADVISORS, LLC?

GRAYSCALE ADVISORS, LLC has approximately 73 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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