Matthew Tucker Mcgee

Employer firm

Integritas Wealth Strategies, LLC CRD 332359

$3.75M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION, FILING, AND IRS REPRESENTATION SERVICES PROVIDED BY DANIEL HEIDEL IN HIS INDIVIDUAL CAPACITY UNDER SEPARATE ENG

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

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

Current Employers

Employment History

• 08/2015 → 05/2018
  Mcgowan Hood And Felder Llc
  Columbia, SC
• 08/2017 → 03/2018
  South Carolina Senate
  Columbia, SC
• 04/2018 → 05/2018
  Mcmaster For Governor
  Columbia, SC
• 05/2018 → 10/2019
  South Carolina Trucking Association
  Columbia, SC
• 08/2014 → 05/2018
  University Of South Carolina
  Columbia, SC
• 12/2019 → 01/2023
  Edward Jones
  St Louis, MO
• 06/2016 → 11/2016
  California Dreaming
  Columbia, SC
• 01/2023 → 09/2024
  Fidelity Investments
  Mount Pleasant, SC
• 09/2024 → Present
  Ameriprise Financial Services, Llc
  Mt Pleasant, SC

Previous Registrations

• 2024-09-23 → 2026-03-12
  Ameriprise Financial Services, Llc
  Charleston, SC
  Mt. Pleasant, SC
• 2023-03-31 → 2024-09-15
  Fidelity Personal And Workplace Advisors
  Mount Pleasant, SC
• 2020-05-19 → 2023-01-05
  Edward Jones
  St Matthews, SC
  St Louis, MO
  Tempe, AZ
  Columbia, SC

Exams

• S66 Uniform Combined State Law Examination
  2020-05-18

Other Names

• Matthew Tucker Mcgee
• Matthew Mcgee