Colin Mcgee

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 09/2025
  Avantax Investment Services, Inc.
  Portsmouth, NH
• 01/2005 → Present
  K.L. Mcgee Business Solutions, Llc
  Portsmouth, NH
• 01/2015 → 09/2025
  Avantax Advisory Services
  Portsmouth, NH
• 10/2017 → Present
  Green Street Financial Llc
  Portsmouth, NH
• 08/2021 → Present
  Harbor Consulting, Intellectual Property Services Inc.
  Portsmouth, NH
• 05/2025 → Present
  Mainsail Advisor Group
  Portsmouth, NH
• 06/2025 → Present
  Mainsail Financial Services Llc
  Portsmouth, NH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Harvard, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-01-06 → 2025-09-05
  Avantax Advisory Services
  Harvard, MA
  Sommerville, MA
  Milton, MA
  Scarborough, ME
  Portsmouth, NH

Other Businesses

1) Green Street Financial LLC 53 Green Street Portsmouth NH 03801 Tax Preparation/Accounting Owner/Sole Proprietor 10/31/2017 120hrs~100hrs Oversee all business activity 2) K.L. McGee Business Solutions, LLC 75 Congress Street, Suite 206 Portsmouth NH 03801 Tax Preparation/Accounting Partner/General Partner 1/1/2005 160hrs~120hrs Focuses on tax preparation and consulting 3) Portsmouth Music and Arts Center 973 Islington Street Portsmouth NH 03801 Nonprofit Member of the Board of Directors 5/11/2016 1hrs~0hrs Honorary Emeritus Board member available for consult 4) New Hampshire Theatre Project 959 Islington Street #3 Portsmouth NH 03801 Board Position/Officer Other 7/11/2019 0hrs~0hrs Available for business and accounting support| 5) ALLIANZ CORE INCOME 7 POSITION: Selling Equity Index Annuities NATURE: Selling Equity Indexed Annuity to provide client with suitable product for a portion of their overall retirement plan. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2019 ADDRESS: 53 Green Street, Portsmouth NH 03801, DESCRIPTION: I am the Advisor that recommends this product when it is suitable to be part of a client's retirement plan 6) HARBOR CONSULTING, INTELLECTUAL PROPERTY SERVICES INC. POSITION: CFO, Vice President, & Treasurer NATURE: Patent application assistance. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/05/2021 ADDRESS: 53 Green Street, Portsmouth NH 03801, DESCRIPTION: Oversee financial operations and support President of company as needed. 7) MAINSAIL ADVISOR GROUP POSITION: Financial Advisor NATURE: Ongoing Financial Advising and Client Account Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 3 Market Square, Unit i, Portsmouth NH 03801, United States DESCRIPTION: -Meet with and Advise Financial Clients. -Discover and meet with new potential clients in order to grow business -Provide Tax advice to management and employees as requested -Assist Management with familiarizing themselves to the Seacoast NH Region and its business environment -Provide insights and feedback to management regarding various financial products and tools 8) MAINSAIL FINANCIAL SERVICES LLC POSITION: Financial Advisor NATURE: Financial Services company assisting clients with investment and financial planning needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/23/2025 ADDRESS: 3 Market Square, Unit i, Portsmouth NH 03801, United States DESCRIPTION: Assist with managing existing clients portfolios and financial needs and assist with growing business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-10
• S63 Uniform Securities Agent State Law Examination
  2013-01-17

Other Names

• Colin Atticus Mcgee