Heather L. Mcgee

INTENTIONAL ASSET MANAGEMENT

NEW YORK, NY 10017-1012

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CRD#: 6421322

Professional summary

Heather Lauren Mcgee is a registered financial advisor currently at INTENTIONAL ASSET MANAGEMENT located in New York, New York.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Heather has worked at 1 firm and has passed the Series 65 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 Heather Lauren Mcgee'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

December 1, 2025 - Present

INTENTIONAL ASSET MANAGEMENT

Office #1: 12 East 49th Street 11th Floor, New York, NY 10017-1012

RIA

CRD#: 322991

NEW YORK, NY

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

New York
(12/1/2025)

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: 1/9/2025

Uniform Investment Adviser Law Examination

Current Firm

INTENTIONAL ASSET MANAGEMENT

INTENTIONAL ASSET MANAGEMENT | INTENTIONAL FUNDS LLC | INTENTIONAL FUNDS

CRD#: 322991 / SEC#: 801-129833

RIA

Registered Investment Advisory firm - (10/12/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (12/9/2025 Approved)

New York

Registered Investment Advisory firm - (12/1/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

12 East 49th Street 11th Floor, New York, NY 10017-1012

Mailing Address

Phone number

(917) 776-7237

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Heather L. Mcgee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Lauren Mcgee's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTENTIONAL ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/9/2025

Current Firm

INTENTIONAL ASSET MANAGEMENT

Contact information

Documents

Red Flags

Company Information

INTENTIONAL ASSET MANAGEMENT

TRUST BUT VERIFY

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