Michael P. Mcgee

HUDSON ADVISOR SERVICES

Vero Beach, FL 32963

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CRD#: 3201847

Professional summary

Michael Patrick Mcgee, who also goes by Michael Mcgee, Mike Mcgee, is a registered financial advisor currently at HUDSON ADVISOR SERVICES, INC. located in Vero Beach, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 6 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Mcgee | Mike Mcgee

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.

1. *409414 - VNA/Hospice Foundation; Investment related - No; Vero Beach, Florida; Non-Profit; Board Member, Investment Committee, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 2; After business hours: 3; Marketing 2. *423823 - VNA Hospice of the Treasure Coast; Investment related No; Vero Beach, Florida; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 6; Business Development/Growth, Marketing 3. Bended Knee Joint Technologies, LLC - Distributor of medical devices - not investment related - 920 Bowline Drive, Vero Beach, FL 32963 - Managing Member - 0 hours spent, it is a non operating entity only maintained for liability purposes for 15 years since my exit of the business in 2014 - I served a direct distributor to doctors who performed Knee and Hip replacements, requiring presence during the surgeries in the operating room during time of procedure.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Mcgee'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

October 28, 2024 - Present

HUDSON ADVISOR SERVICES, INC.

Office #1: 4445 N A1a, Vero Beach, FL 32963

RIA

CRD#: 107769

Vero Beach, FL

Past

October 28, 2024 - December 31, 2024

HUDSON ADVISOR SERVICES, INC.

RIA

CRD#: 107769

Vero Beach, FL

Past

September 4, 2024 - September 9, 2024

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

RIA

CRD#: 324549

DORAL, FL

Past

October 2, 2019 - September 12, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Vero Beach, FL

Past

September 6, 2019 - September 12, 2024

MORGAN STANLEY

CRD#: 149777

Vero Beach, FL

Past

February 13, 2015 - January 10, 2017

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

VERO BEACH, FL

Past

May 11, 2009 - December 31, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

VERO BEACH, FL

Past

March 25, 2009 - December 31, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

VERO BEACH, FL

Past

October 7, 2005 - December 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 6, 2005 - December 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

VERO BEACH, FL

Past

September 30, 2003 - June 2, 2004

WILMINGTON BROKERAGE SERVICES COMPANY

RIA

CRD#: 14942

GEORGETOWN, DE

Past

April 14, 1999 - June 2, 2004

WILMINGTON BROKERAGE SERVICES COMPANY

CRD#: 14942

WILMINGTON, DE

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".

HUDSON ADVISOR SERVICES, INC.

HUDSON ADVISOR SERVICES INC | HUDSON ADVISOR SERVICES, INC.

CRD#: 107769 / SEC#: 801-54763

RIA

Registered Investment Advisory firm - (8/1/1997 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

Florida
(10/28/2024)

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 66

Date: 9/20/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/6/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/29/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/13/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HUDSON ADVISOR SERVICES, INC.

HUDSON ADVISOR SERVICES INC | HUDSON ADVISOR SERVICES, INC.

CRD#: 107769 / SEC#: 801-54763

RIA

Registered Investment Advisory firm - (8/1/1997 Approved)

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Contact information

Main Address

237 Main Street Suite 600, Buffalo, NY 14203

Mailing Address

Phone number

(716) 803-6587

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	699
AUM (Assets Under Management)	$ 312,223,408

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/19/2024	Cover Page	Report
12/21/2023	Cover Page	Report
12/08/2022	Cover Page	Report

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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Michael P. Mcgee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HUDSON ADVISOR SERVICES, INC.

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

MORGAN STANLEY

MORGAN STANLEY

NORTHERN TRUST SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WILMINGTON BROKERAGE SERVICES COMPANY

WILMINGTON BROKERAGE SERVICES COMPANY

Primary Firm SEC Registration

HUDSON ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2019

Series 63

Date: 8/6/2015

Series 65

Date: 9/29/2003

SIE

Date: 1/10/2017

Series 7

Date: 2/13/2015

Series 6

Date: 4/13/1999

Current Firm

HUDSON ADVISOR SERVICES, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUDSON ADVISOR SERVICES, INC.

TRUST BUT VERIFY

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