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Advisors / Florida / Vero Beach
23yrs

Michael McGee

Financial advisor at Hudson Advisor Services

Michael McGee is a fiduciary financial advisor in Vero Beach, Florida, with 23 years in the industry. Michael joined Hudson Advisor Services in 2024, after less than a year at Divergent Capital Asset Management and five years at Morgan Stanley. Hudson Advisor Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.

One of 259 advisors with offices in Vero Beach, and one of 239 fiduciaries.

Vero Beach, FL 32963Fiduciary advisor

At a glance

Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office4445 N A1a, Vero Beach, FL 32963
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.17 million
Advisors at the firm5
States licensed ?1 state

Services through Hudson Advisor Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jan 2026 – now
  2. Oct 2024 – now
  3. Sep 2024 – Sep 2024
  4. 2019 – 2024
    Morgan StanleyPreviously
  5. May 2009 – Dec 2009
  6. Oct 2005 – Dec 2005
  7. Sep 2003 – Jun 2004
    Wilmington Brokerage Services CompanyPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Hudson Advisor Services at 716-803-6587 and ask for Michael McGee. Michael works from the Vero Beach, FL office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.

What licenses does Michael hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Hudson Advisor Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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