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Matthew P. Magee

COLONNADE SECURITIES LLC
Clearwater, FL 33755
Some features on this profile are disabled
CRD#: 5330501
MM

Professional summary

Matthew Parkinson Magee, who also goes by Matthew Magee, is a registered financial professional currently at COLONNADE SECURITIES LLC located in Clearwater, Florida.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matthew 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Parkinson Magee'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

April 8, 2022 - Present

COLONNADE SECURITIES LLC

Office #1: 600 Cleveland Street Suite 272, Clearwater, FL 33755
BD
CRD#: 144771
Clearwater, FL
Past

August 27, 2012 - June 27, 2014

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
WEST CONSHOHOCKEN, PA
Past

July 17, 2009 - August 22, 2012

FIG PARTNERS, LLC

BD
CRD#: 41554
CHICAGO, IL
Past

July 20, 2007 - August 3, 2009

HOWE BARNES HOEFER & ARNETT, INC.

BD
CRD#: 2240
CHICAGO, IL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/18/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/8/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/17/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CS
COLONNADE SECURITIES LLC
COLONNADE SECURITIES LLC

CRD#: 144771 / SEC#: , 8-67673

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
600 Cleveland Street Suite 272, Clearwater, FL 33755
Mailing Address
600 Cleveland Street Suite 272, Clearwater, FL 33755
Phone number
(312) 425-8160
Established
Delaware since 08/23/2002
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
COLONNADE ADVISORS LLCMEMBER
COCKING, GINA MARIEMANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, CFO, CCO AND AML COMPLIANCE PERSON, PFO, POO, AND EXECUTIVE REPRESENTATIVE2937883
SPIES, DEREK MICHAELVICE PRESIDENT7399519

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.

Company Information

COLONNADE SECURITIES LLC

CRD#: 144771Clearwater, FL 33755

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