Inactive

Katherine Joan Mcgee

Shepherd Street Advisors

CRD 7913362

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Employer firm

Shepherd Street Advisors CRD 306021

$126M regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Shepherd Street Advisors

900 Larkspur Landing Circle Suite 205, Larkspur, CA 94939 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-11-12
CA	RA	APPROVED	2024-09-21

MD RA
APPROVED

Since 2024-11-12
CA RA
APPROVED

Since 2024-09-21

Branch Locations

900 Larkspur Landing Circle Suite 205, Larkspur, CA 94939 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Shepherd Street Advisors Llc	Larkspur	CA	05/2024	Present
Wells Fargo	San Francisco	CA	06/2018	05/2023
Wells Fargo	San Francisco	CA	12/2008	05/2018
Self-Employed	San Francisco	CA	06/2023	04/2024

05/2024 → Present

Shepherd Street Advisors Llc

Larkspur, CA
06/2018 → 05/2023

Wells Fargo

San Francisco, CA
12/2008 → 05/2018

Wells Fargo

San Francisco, CA
06/2023 → 04/2024

Self-Employed

San Francisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-20

S65 Uniform Investment Adviser Law Examination

2024-09-20

View on SEC IAPD

Nearby Firms

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STRATEGIC ADVISERS LLC

Nearby Investors

KELLY DOUGLAS KANE

PATRICK MICHAEL BERESH

Nearby Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA

PMB ADVISORS · LARKSPUR, CA

PMB ADVISORS · LARKSPUR, CA

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