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Stewart Alan Mcguire

CONCENTRIC WEALTH MANAGEMENT LLC·LAFAYETTE, California
Clean record23 years registeredCONCENTRIC WEALTH MANAGEMENT LLC
251 LAFAYETTE CIRCLE, LAFAYETTE, CA 94549CRD# 4595216Firm CRD# 144773

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stewart Alan Mcguire · LAFAYETTE, CA
Registration
CRD #4595216 · CONCENTRIC WEALTH MANAGEMENT LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MAI CAPITAL MANAGEMENT, LLC
Jan 2025 – present
CONCENTRIC WEALTH MANAGEMENT LLC
Aug 2008 – Jan 2025
LAFAYETTE, CA
HC FINANCIAL ADVISORS INC
Nov 2002 – Jul 2008
LAFAYETTE, CA
02

Registrations & Exams

Registration record
First registered · November 1, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONCENTRIC WEALTH MANAGEMENT LLC
CRD 144773 · SEC 801-68940
AUM
$601M
Regulatory assets under management
Employees
6
935 client accounts
Services offered by CONCENTRIC WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONCENTRIC WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Stewart Alan Mcguire offer?
Stewart Alan Mcguire specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.
What are Stewart Alan Mcguire's credentials?
Stewart Alan Mcguire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stewart Alan Mcguire located?
Stewart Alan Mcguire is based in LAFAYETTE, California, working with CONCENTRIC WEALTH MANAGEMENT LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Stewart Alan Mcguire charge for services?
Stewart Alan Mcguire's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCENTRIC WEALTH MANAGEMENT LLC?
CONCENTRIC WEALTH MANAGEMENT LLC has approximately 6 employees and manages $601M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONCENTRIC WEALTH MANAGEMENT LLC

Eric Michael Flett
LAFAYETTE, CA

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Research
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