Unclaimed Profile

Sarah Elise Berry

MCGEE WEALTH MANAGEMENT, INC.·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record13 years registeredMCGEE WEALTH MANAGEMENT, INC.

12455 SW 68TH AVENUE, PORTLAND, OR 97223CRD# 4461648Firm CRD# 109847

Profile Verification

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

Identity

Sarah Elise Berry · PORTLAND, OR

Registration

CRD #4461648 · MCGEE WEALTH MANAGEMENT, INC. · 13 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Mar 2021 – present

MCGEE WEALTH MANAGEMENT, INC.

Apr 2019 – Mar 2021

PORTLAND, OR

WADDELL & REED

Aug 2013 – Apr 2019

VANCOUVER, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 8, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCGEE WEALTH MANAGEMENT, INC.

CRD 109847 · SEC 801-34233

AUM

$554M

Regulatory assets under management

Employees

1,414 client accounts

Services offered by MCGEE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCGEE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Sarah Elise Berry offer?

Sarah Elise Berry specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Sarah Elise Berry's credentials?

Sarah Elise Berry holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sarah Elise Berry located?

Sarah Elise Berry is based in PORTLAND, Oregon, working with MCGEE WEALTH MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Sarah Elise Berry charge for services?

Sarah Elise Berry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCGEE WEALTH MANAGEMENT, INC.?

MCGEE WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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