Stuart C. Mcgehee

PNW ASSET MANAGEMENT

Seattle, WA 98121

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CRD#: 2257621

Professional summary

Stuart Christian Mcgehee is a registered financial advisor currently at PNW ASSET MANAGEMENT located in Seattle, Washington and FSG WEALTH ADVISORS, LLC located in Memphis, Tennessee.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Stuart has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 52 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

2008 - CURRENT, PRINCIPAL AND SOLE OWNER OF AFFLUENT BOOMER ENTERPRISES, LLC, DBA BEYOND BRICK AND MORTAR, A NON INVESTMENT RELATED TENNESSEE LIMITED LIABILITY COMPANY SPECIALIZING IN DIGITAL MEDIA, WEB DESIGN, AND CUSTOM PROGRAMMING SERVICES FOR SMALL AND MEDIUM SIZE BUSINESSES. STUART MCGEHEE SPENDS APPROXIMATELY 1% OF HIS TIME, OR 1.5 HOURS/MO., ON THIS BUSINESS, BUT NONE DURING TRADING HOURS 2012 - CURRENT, PRINCIPAL AND SOLE OWNER OF NATIONAL FINANCIAL STRATEGY GROUP, LLC, A NON INVESTMENT RELATED TENNESSEE LIMITED LIABILITY COMPANY PROVIDING SOFTWARE TO WEALTH MANAGERS. STUART MCGEHEE SPENDS APPROXIMATELY 1% OF HIS TIME ON THIS BUSINESS MOSTLY IN A SOFTWARE SUPPORT CAPACITY. 2022 - Current, Co-owner of Treehouse Mt. Rainier, LLC, a Washington state Limited Liability Company that rents a luxury treehouse in Ashford, WA (near the entrance to Mt. Rainier National Park) to the public. Stuart McGehee spends approximately one hour per month on this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Christian Mcgehee's 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

November 10, 2014 - Present

PNW ASSET MANAGEMENT

Office #1: 2033 Sixth Ave., Ste. 815, Seattle, WA 98121

RIA

CRD#: 172429

Seattle, WA

Current

April 4, 2024 - Present

FSG WEALTH ADVISORS, LLC

Office #1: 700 Colonial Rd., Ste. 130, Memphis, TN 38117

RIA

CRD#: 330709

Memphis, TN

Past

August 13, 2012 - September 24, 2014

TELARRAY, LLC

RIA

CRD#: 135391

MEMPHIS, TN

Past

March 16, 2006 - August 8, 2008

COUNTRYWIDE SECURITIES CORPORATION

CRD#: 10598

MEMPHIS, TN

Past

June 1, 2000 - August 17, 2005

FHN FINANCIAL SECURITIES CORP.

CRD#: 46346

MEMPHIS, TN

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

California
(3/21/2019)

IAR

New Mexico
(7/24/2023)

IAR

Tennessee
(4/4/2024)

IAR

Washington
(11/10/2014)

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

State Security Law Exam

IAR

Series 65

Date: 8/2/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/19/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/31/2000

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 6/30/1992

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/23/2007

General Securities Principal Examination

Current Firm

PNW ASSET MANAGEMENT

AFFLUENT BOOMER ENTERPRISES, LLC | PNW ASSET MANAGEMENT | PACIFIC NORTHWEST ASSET MANAGEMENT, LLC | PACIFIC NORTHWEST ASSET MANAGEMENT

CRD#: 172429 / SEC#:

California

Registered Investment Advisory firm - (3/21/2019 Approved)

New Mexico

Registered Investment Advisory firm - (7/24/2023 Approved)

Tennessee

Registered Investment Advisory firm - (4/29/2025 Approved)

Washington

Registered Investment Advisory firm - (11/10/2014 Approved)

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Contact information

Main Address

2033 Sixth Ave., Ste. 815, Seattle, WA 98121

Mailing Address

Phone number

(206) 259-0575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 97,811,095

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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Firm Stability Insights

Stuart C. Mcgehee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Christian Mcgehee's CRS (Customer Relationship Summary).

Certified licenses

Experience

FSG WEALTH ADVISORS, LLC

TELARRAY, LLC

COUNTRYWIDE SECURITIES CORPORATION

FHN FINANCIAL SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2012

Series 63

Date: 3/19/2001

Series 7

Date: 5/31/2000

Series 52

Date: 6/30/1992

Series 24

Date: 2/23/2007

Current Firm

PNW ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PNW ASSET MANAGEMENT

TRUST BUT VERIFY

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