Denise Mcgee is a registered investment advisor, based in Philadelphia, PA, with 20 years of industry experience.
Location
Philadelphia, PA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Denise owns Domina Bulla, a wine education business, since 2018. She teaches small classes about wine, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
March 2025 - Present · 1 yr 2 mos
Cetera Wealth Services, LLCBroker
March 2025 - Present · 1 yr 2 mos
Cetera Investment Advisers LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Grove Point Investments, LLCBroker
April 2022 - February 2025 · 2 yrs 10 mos
Grove Point Advisors, LLC
April 2022 - February 2025 · 2 yrs 10 mos
Cetera Advisor Networks LLCBroker
January 2017 - April 2022 · 5 yrs 3 mos
Cetera Advisor Networks LLC
January 2017 - April 2022 · 5 yrs 3 mos
Scura Paley Securities LLCBroker
April 2016 - August 2016 · 4 mos
Investment Professionals, INC.Broker
October 2015 - April 2016 · 6 mos
Investment Professionals, INC.
October 2015 - April 2016 · 6 mos
Next Financial Group, INC.Broker
June 2011 - October 2015 · 4 yrs 4 mos
Next Financial Group, INC.
June 2011 - October 2015 · 4 yrs 4 mos
Questar Asset Management, INC.
December 2007 - June 2011 · 3 yrs 6 mos
Questar Capital CorporationBroker
December 2007 - June 2011 · 3 yrs 6 mos
Metlife Securities INC.Broker
April 2007 - January 2008 · 9 mos
Metropolitan Life Insurance CompanyBroker
April 2007 - July 2007 · 3 mos
Questar Capital CorporationBroker
December 2006 - March 2007 · 3 mos
Questar Asset Management, INC.
June 2006 - March 2007 · 9 mos
Usallianz Securities, INC.Broker
August 2005 - December 2006 · 1 yr 4 mos
Wachovia Securities, LLCBroker
November 2004 - February 2005 · 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.