Percy M Mcgee

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Berkeley, CA
• 06/2011 → Present
  Bank Of America,N.A.
  Oakland, CA

Other Businesses

I*2030286, Entity Type, Entity Charitable, Name of OBA: My Brothers keeper - MBK, Address: Pittsburg, CA, 94565, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 10/02/2024, No Hours: 1hr/mo, No Hours during trading: 0, Duties: Helping young black males succeed. I*5029269, Entity Type: Entity Charitable, Name of OBA: Los Medanos College Foundation, Address: Pittsburg, California, 94565, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 07/21/2026, No Hours: 20 Monthly, No Hours during Trading: 0 Monthly, Duties: Helping the Mission of the foundation. I will assist the Board in developing and implementing strategies that ensure the long-term sustainability of existing programs and create secure funding mechanisms to increase scholarship opportunities for students currently attending, as well as those aspiring to attend, LMC. The LMC Foundation raises funds and allocates critical financial support for educational and career technical training programs, teaching facilities, student scholarships and emergency funds.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-07

Other Names

• Percy Daniel Mcgee