John Edward Mcgee
Professional Summary
John Edward Mcgee, who also goes by John Mcgee, is a registered financial advisor currently at INTREPID PARTNERS, LLC located in New York, New York. John is registered as a RR (Registered Representative) and started their career in finance in 2014. John has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Mcgee
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
INTREPID PARTNERS, LLC
Contact Information
Main Address
712 Fifth Avenue 31st Floor, New York, NY, 10019Mailing Address
712 Fifth Avenue 31st Floor, New York, NY, 10019Phone Number
(212) 388-5020Established
Delaware since 02/19/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(8/8/2017)
(8/8/2017)
(8/8/2017)
(8/8/2017)
(8/8/2017)
(8/8/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Sep 2014About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view John Edward Mcgee's CRS (Customer Relationship Summary).
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