Samuel Sean Mcgee

Current Employers

Employment History

• 03/2010 → 09/2019
  Avondale Wealth Management, Llc
  Austin, TX
• 03/2010 → 10/2022
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 05/2019 → 01/2021
  Crestmont Private Wealth Llc
  Lakeway, TX
• 01/2021 → Present
  Crestmont Private Wealth Llc
  Boerne, TX

Previous Registrations

• 2010-03-26 → 2019-09-30
  Avondale Wealth Management Llc
  Austin, TX
  West Lake Hills, TX
  Austin, TX
  Austin, TX
  Lakeway, TX
• 2003-01-02 → 2004-10-25
  Banc Of America Investment Services, Inc.
  Houston, TX

Other Businesses

(1) ASH BROKERAGE, INC.; INVESTMENT RELATED; 888 HARRISON ST, FT WAYNE, IN 46802; FIXED INSURANCE; AGENT; START DATE: 11/2/2011; APPROX 5 HRS/MO; PROVIDE FIXED INSURANCE SOLUTIONS (2) SKIS HOLDINGS LLC; NOT INVESTMENT RELATED; 604 S.Main, Boerne, TX 78006; OWNER; START DATE 5/2019. 0 HOURS PER MONTH. Check writing authority and control of funds. (3) Texas Board of Professional Geoscientists, Not investment related. Member, Start Date 7/2023, Approx. 1 hours per month. Board member. (4) Regional Director and President. of Texas Hill Country Mustang Club. Not investment Related. 501c-7. Start Date 01/2023, Approx. 1 hour per month. Check writing authority. (5) Precinct chair for district 1050, Kendall County Republican Party. Time spent on this activity is less than 1% of McGee's time. (6) Greyhound Athletic Booster Club. Not Investment Related. Boerne, Texas. Nonprofit. Director. Start Date: 01/2026. 2 hours a month outside of securities trading hours. 0 hours a month during securities trading hours. Strategic oversight in a monthly meeting and help their fundraising efforts for organization events. (7) Hill Country Family Services. Board Member. Start Date: 01/2024 . Not Investment Related. Less than 1% of time during securities trading hours. (8) Borne Fire. Treasurer/Firefighter. Start Date 4/1/2026. Not investment related. Boerne, TX. 0 hours per month during securities trading hours. 5 hours per month outside of securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-20

Designations

Other Names

• Sam S. Mcgee