Unclaimed Profile

Samuel Sean Mcgee

CRESTMONT PRIVATE WEALTH LLC·BOERNE, Texas

SIE, Series 7, Series 66, Series 99TOCFAClean record23 years registeredCRESTMONT 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 · 23 years registered

Brand Profile

Not yet started

Career History

CRESTMONT PRIVATE WEALTH LLC

May 2019 – present

AVONDALE WEALTH MANAGEMENT LLC

Mar 2010 – Sep 2019

Lakeway, TX

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2003 – Oct 2004

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · January 2, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESTMONT PRIVATE WEALTH LLC

CRD 304170 · SEC 801-117388

AUM

$257M

Regulatory assets under management

Employees

616 client accounts

Services offered by CRESTMONT PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRESTMONT PRIVATE WEALTH LLC →

Introduction

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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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

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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