Colin Mcgee
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
2 statesRegistered 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
21 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Mainsail Financial Services LLCJun 2025 to now
- Mainsail Advisor GroupMay 2025 to now
- Harbor Consulting, Intellectual Property Services Inc.Aug 2021 to now
- Green Street Financial LLCOct 2017 to now
- K.L. Mcgee Business Solutions, LLCJan 2005 to now
- Avantax Advisory ServicesJan 2015 to Sep 2025
- Avantax Investment Services, Inc.Aug 2012 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
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
- 6104153
- Firm CRD
- 105644