Katherine McGee has been an investment adviser representative at Shepherd Street Advisors since September 2024, and is not listed among the firm’s executive officers or direct owners.
Shepherd Street Advisors LLC is a Larkspur, CA firm with $126M under management, 49 clients and 2 advisers across 3 offices, as of its March 2026 filing.
- Shepherd Street AdvisorsCurrent– present · 2 yearsLarkspur, CA · Adviser representative · Firm CRD 306021
Investment adviser representative registrations
Katherine McGee is registered as an investment adviser representative in 2 states. The first approvals date from September 2024; the most recent is Maryland, in November 2024.
- CaliforniaSince 21 September 2024
- MarylandSince 12 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Katherine Joan McGee
- CRD
- 7913362
- Firm
- Shepherd Street Advisors · CRD 306021
- Office
- 900 LARKSPUR LANDING CIRCLE, SUITE 205, Larkspur, CA 94939
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Katherine McGee work?
Katherine McGee is an investment adviser representative registered through Shepherd Street Advisors LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Katherine McGee a financial advisor?
Yes. Katherine McGee has a current investment-adviser registration in California and Maryland, through Shepherd Street Advisors since September 2024.
How many years of experience does Katherine McGee have?
Katherine McGee has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Katherine McGee passed?
Katherine McGee passed the Series 65 in September 2024.
Where is Katherine McGee based?
Katherine McGee’s registered office is in Larkspur, CA.
Is Katherine McGee registered with FINRA?
No. Katherine McGee has no current broker registration.
How can I verify Katherine McGee’s record?
Search CRD 7913362 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katherine McGee’s full registration record.
