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Samuel Sean Mcgee

CRESTMONT PRIVATE WEALTH LLC·BOERNE, Texas
Clean recordCRESTMONT PRIVATE WEALTH LLC
604 S. MAIN, BOERNE, TX 78006CRD# 4551147Firm CRD# 304170

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Sean Mcgee · BOERNE, TX
Registration
CRD #4551147 · CRESTMONT PRIVATE WEALTH LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Samuel Sean Mcgee is a registered financial advisor based in BOERNE, Texas, affiliated with CRESTMONT PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CRESTMONT PRIVATE WEALTH LLC
CRESTMONT PRIVATE WEALTH LLC
AUM
$257M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CRESTMONT PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4551147
Firm CRD# 304170
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samuel Sean Mcgee offer?
Samuel Sean Mcgee specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOERNE, Texas for a consultation.
What are Samuel Sean Mcgee's credentials?
Samuel Sean Mcgee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Sean Mcgee located?
Samuel Sean Mcgee is based in BOERNE, Texas, working with CRESTMONT PRIVATE WEALTH LLC. Their office serves clients in the BOERNE metropolitan area and surrounding communities.
How does Samuel Sean Mcgee charge for services?
Samuel Sean Mcgee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESTMONT PRIVATE WEALTH LLC?
CRESTMONT PRIVATE WEALTH LLC has approximately 5 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRESTMONT PRIVATE WEALTH LLC

Christopher Lee Perego
LAKEWAY, TX
Hannah Vinyard Perry
BOERNE, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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