Patrick F. Mcgee

WCM INVESTMENT MANAGEMENT

Cincinnati, OH 45242

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CRD#: 5823537

Professional summary

Patrick Francis Mcgee is a registered financial advisor currently at WCM INVESTMENT MANAGEMENT located in Cincinnati, Ohio.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 2 firms and has passed the Series 7 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Francis 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

July 16, 2024 - Present

WCM INVESTMENT MANAGEMENT

Office #1: 9366 Montgomery Rd., Cincinnati, OH 45242

RIA

CRD#: 104702

Cincinnati, OH

Past

September 10, 2010 - January 14, 2011

AVONDALE PARTNERS, LLC

CRD#: 46838

NASHVILLE, TN

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".

WCM INVESTMENT MANAGEMENT

WCM INVESTMENT MANAGEMENT | WCM INVESTMENT MANAGEMENT, LLC

CRD#: 104702 / SEC#: 801-11916

RIA

Registered Investment Advisory firm - (8/12/1976 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

Ohio
(7/16/2024)

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

General Industry/Product Exam

Series 7

Date: 9/9/2010

General Securities Representative Examination

Current Firm

WCM INVESTMENT MANAGEMENT

WCM INVESTMENT MANAGEMENT | WCM INVESTMENT MANAGEMENT, LLC

CRD#: 104702 / SEC#: 801-11916

RIA

Registered Investment Advisory firm - (8/12/1976 Approved)

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Contact information

Main Address

281 Brooks Street, Laguna Beach, CA 92651-2974

Mailing Address

Phone number

(949) 380-0200

Established

Firm type

Fiscal year end

# of Employees

102

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WCM ADV PART 2A FIRM BROCHURE 2025 (7/9/2025)

Regulatory assets under management

Total Number of Accounts	6,438
AUM (Assets Under Management)	$ 74,688,235,740

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/16/2025	Cover Page	Report
01/16/2025	Cover Page	Report
06/20/2023	Cover Page	Report
10/25/2022	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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Patrick F. Mcgee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WCM INVESTMENT MANAGEMENT

AVONDALE PARTNERS, LLC

Primary Firm SEC Registration

WCM INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 7

Date: 9/9/2010

Current Firm

WCM INVESTMENT MANAGEMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WCM INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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