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Michael Bruce McGhee

Prostatis Financial Advisors Group

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About Michael Bruce McGhee

Michael McGhee is a financial advisor with Prostatis Financial Advisors Group based in Rodeo, CA. Michael has been active in the financial services industry since 1994 and is registered as an investment advisor representative in California. Michael has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Michael McGhee is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael McGhee’s Registration & Firm History

CA

03/08/2024 - Present

Prostatis Financial Advisors Group (Rodeo CA)

DC

05/20/2014 - 03/08/2023

MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)

CA

01/02/2013 - 04/22/2014

MML DISTRIBUTORS, LLC (WALNUT CREEK CA)

NV

01/01/2009 - 01/02/2013

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (LAS VEGAS NV)

CT

06/24/2003 - 01/01/2009

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CO

08/24/1998 - 06/23/2003

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

MA

05/16/1994 - 11/29/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/16/1994 - 11/29/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/24/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Michael Bruce McGhee. Review regulatory record here.
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