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Matthew Tucker Mcgee

Matthew T. Mcgee

INTEGRITAS WEALTH STRATEGIES
Mount Pleasant, SC
CRD#: 7208209
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Matthew Tucker Mcgee
Matthew Tucker McgeeINTEGRITAS WEALTH STRATEGIES

Professional summary

Matthew Tucker Mcgee, who also goes by Matthew Mcgee, is a registered financial advisor currently at INTEGRITAS WEALTH STRATEGIES, LLC located in Mount Pleasant, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Tucker 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

June 10, 2026 - Present

INTEGRITAS WEALTH STRATEGIES, LLC

RIA
CRD#: 332359
Mount Pleasant, SC
Past

September 23, 2024 - March 12, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MT. PLEASANT, SC
Past

September 23, 2024 - March 12, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MT. PLEASANT, SC
Past

March 31, 2023 - September 15, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MOUNT PLEASANT, SC
Past

March 30, 2023 - September 15, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MOUNT PLEASANT, SC
Past

May 19, 2020 - January 5, 2023

EDWARD JONES

RIA
CRD#: 250
COLUMBIA, SC
Past

February 10, 2020 - January 5, 2023

EDWARD JONES

BD
CRD#: 250
COLUMBIA, SC

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
South Carolina
(6/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/10/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/15/2020
Securities Industry Essentials Examination

Current Firm

IW
INTEGRITAS WEALTH STRATEGIES, LLC
INTEGRITAS WEALTH STRATEGIES, LLC

CRD#: 332359 / SEC#:

Georgia
Registered Investment Advisory firm - (8/2/2024 Approved)
South Carolina
Registered Investment Advisory firm - (9/2/2024 Approved)
Texas
Registered Investment Advisory firm - (10/28/2024 Conditional Restricted)
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Contact information

Main Address
677 King St 3rd Floor, Charleston, SC 29403
Mailing Address
Phone number
(843) 212-7011
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 3,505,624

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

INTEGRITAS WEALTH STRATEGIES, LLC

CRD#: 332359Mount Pleasant, SC

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