Unclaimed Profile

Tracy B Mcguire

BRANDYWINE OAK PRIVATE WEALTH LLC·KENNETT SQUARE, Pennsylvania

SIE, Series 7, Series 63, Series 65CFPClean record33 years registeredBRANDYWINE OAK PRIVATE WEALTH LLC

500 OLD FORGE LANE, KENNETT SQUARE, PA 19348CRD# 2084657Firm CRD# 297021

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tracy B Mcguire · KENNETT SQUARE, PA

Registration

CRD #2084657 · BRANDYWINE OAK PRIVATE WEALTH LLC · 33 years registered

Brand Profile

Not yet started

Career History

BRANDYWINE OAK PRIVATE WEALTH LLC

Jul 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 1993 – Jul 2018

WILMINGTON, DE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 15, 1993

Years registered · 33

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRANDYWINE OAK PRIVATE WEALTH LLC

CRD 297021 · SEC 801-113624

AUM

$1.3B

Regulatory assets under management

Employees

2,679 client accounts

Services offered by BRANDYWINE OAK PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRANDYWINE OAK PRIVATE WEALTH LLC →

Introduction

Speak with Tracy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tracy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KENNETT SQUARE?

Browse all registered financial advisors in KENNETT SQUARE, Pennsylvania or claim this profile if it's yours.

Browse KENNETT SQUARE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Tracy B Mcguire offer?

Tracy B Mcguire specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.

What are Tracy B Mcguire's credentials?

Tracy B Mcguire holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tracy B Mcguire located?

Tracy B Mcguire is based in KENNETT SQUARE, Pennsylvania, working with BRANDYWINE OAK PRIVATE WEALTH LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.

How does Tracy B Mcguire charge for services?

Tracy B Mcguire's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRANDYWINE OAK PRIVATE WEALTH LLC?

BRANDYWINE OAK PRIVATE WEALTH LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →