Michael P. Magee

INVESTMENT PERFORMANCE SERVICES

Newtown, PA 18940

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CRD#: 1732628

Professional summary

Michael Patrick Magee, who also goes by Michael P Magee, Michael Magee, Mike Magee, is a registered financial advisor currently at INVESTMENT PERFORMANCE SERVICES LLC located in Newtown, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 14 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Michael P Magee | Michael Magee | Mike Magee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LONGFORD WEALTH MANAGEMENT LLC; 3056 NJ-10, STE Y, DENVILLE, NJ 07834; INVESTMENT RELATED; SINCE 05/01/2024; DBA FOR WEALTHCARE ADVISORY PARTNERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Magee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 16, 2026 - Present

INVESTMENT PERFORMANCE SERVICES LLC

Office #1: 411 S. State Street, Newtown, PA 18940

RIA

CRD#: 105527

Newtown, PA

Past

May 6, 2024 - January 31, 2025

WEALTHCARE ADVISORY PARTNERS LLC

RIA

CRD#: 171976

BERKELEY HEIGHTS, NJ

Past

July 8, 2022 - May 2, 2023

RAYMOND JAMES INVESTMENT MANAGEMENT

RIA

CRD#: 174904

Berkeley Heights, NJ

Past

July 7, 2022 - January 5, 2024

CARILLON FUND DISTRIBUTORS, INC.

CRD#: 139749

ST. PETERSBURG, FL

Past

March 31, 2017 - January 11, 2024

CHARTWELL INVESTMENT PARTNERS, LLC

RIA

CRD#: 170335

Berwyn, PA

Past

March 31, 2017 - July 12, 2022

CHARTWELL TSC SECURITIES CORP.

CRD#: 172196

PITTSBURGH, PA

Past

October 22, 2015 - May 3, 2016

ULTIMUS FUND DISTRIBUTORS, LLC

CRD#: 104177

CINCINNATI, OH

Past

February 25, 2013 - September 22, 2015

KILLEN GROUP INC

RIA

CRD#: 110421

BERWYN, PA

Past

February 22, 2013 - June 15, 2015

BERWYN FINANCIAL SERVICES CORP.

CRD#: 35586

BERWYN, PA

Past

December 1, 2005 - February 15, 2012

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

NEW YORK, NY

Past

November 30, 2004 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

September 20, 1999 - August 18, 2004

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

May 15, 1997 - July 30, 1999

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

January 24, 1995 - October 9, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESTMENT PERFORMANCE SERVICES LLC

INSTITUTIONAL FUND SERVICES | INVESTMENT PERFORMANCE SERVICES LLC

CRD#: 105527 / SEC#: 801-33204

RIA

Registered Investment Advisory firm - (11/3/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 9/10/1998

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 5/15/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 1/23/1995

General Securities Representative Examination

Current Firm

INVESTMENT PERFORMANCE SERVICES LLC

INSTITUTIONAL FUND SERVICES | INVESTMENT PERFORMANCE SERVICES LLC

CRD#: 105527 / SEC#: 801-33204

RIA

Registered Investment Advisory firm - (11/3/1988 Approved)

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Contact information

Main Address

570 East York Street, Savannah, GA 31401

Mailing Address

Phone number

(912) 352-2862

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESTMENT PERFORMANCE SERVICES, LLC (3/26/2026)

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 763,736,810

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael P. Magee

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Magee's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHCARE ADVISORY PARTNERS LLC

RAYMOND JAMES INVESTMENT MANAGEMENT

CARILLON FUND DISTRIBUTORS, INC.

CHARTWELL INVESTMENT PARTNERS, LLC

CHARTWELL TSC SECURITIES CORP.

ULTIMUS FUND DISTRIBUTORS, LLC

KILLEN GROUP INC

BERWYN FINANCIAL SERVICES CORP.

FRANKLIN DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

INVESTMENT PERFORMANCE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 9/10/1998

Series 65

Passed: 5/15/1995

SIE

Passed: 10/1/2018

Series 7

Passed: 1/23/1995

Current Firm

INVESTMENT PERFORMANCE SERVICES LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTMENT PERFORMANCE SERVICES LLC

TRUST BUT VERIFY

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