Denise Marie Mcgee
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCMar 2025 to now
- Cetera Wealth Services, LLCMar 2025 to now
- Domina BullaMar 2018 to now
- Grove Point Advisors, LLCApr 2022 to Feb 2025
- Grove Point Investment, LLCApr 2022 to Feb 2025
- Jesse Creek WineryMay 2021 to May 2022
- Total WineMar 2018 to Jul 2019
- Pinot BoutiqueMay 2017 to Mar 2018
- Cetera Advisor Networks LLCJan 2017 to Apr 2022
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2549694
- Firm CRD
- 105644