Nicholas Michael Mcghee
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Mcghee Wealth Management, LLCAug 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCNov 2022 to now
- M. A. Kluemke and AssociatesMay 2022 to now
- Cetera Advisor NetworksAug 2022 to Nov 2022
- UnemployedAug 2021 to Aug 2022
- Williamsville State BankDec 2020 to Aug 2021
- NAAug 2020 to Dec 2020
- Williamsville State Bank and TrustMay 2019 to Aug 2020
- Cancun Mexican RestaurantFeb 2017 to May 2019
- NANov 2012 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7451035
- Firm CRD
- 105644