Samuel Sean Mcgee
Investment adviser representative at Crestmont Private Wealth LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$363MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Crestmont Private Wealth LLCMay 2019 to now
- Purshe Kaplan Sterling Investments, Inc.Mar 2010 to Oct 2022
- Avondale Wealth Management, LLCMar 2010 to Sep 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Crestmont Private Wealth LLC
$363MAssets managed
188Clients
4Advisers
7 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
- 4551147
- Firm CRD
- 304170