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Dennis Patrick Mcguire

MCGUIRE INVESTMENT GROUP, LLC·WAKEFIELD, Rhode Island
SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record19 years registeredMCGUIRE INVESTMENT GROUP, LLC
105 MAIN STREET, WAKEFIELD, RI 02879CRD# 4336544Firm CRD# 296271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Patrick Mcguire · WAKEFIELD, RI
Registration
CRD #4336544 · MCGUIRE INVESTMENT GROUP, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

MCGUIRE WEALTH MANAGEMENT
Sep 2018 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Oct 2009 – Sep 2018
CHARLESTOWN, RI
WELLS FARGO ADVISORS, LLC
Jan 2008 – Oct 2009
CHARLESTOWN, RI
A. G. EDWARDS & SONS, INC.
Sep 2006 – Jan 2008
CHARLESTOWN, RI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · September 20, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCGUIRE INVESTMENT GROUP, LLC
CRD 296271 · SEC 801-113698
AUM
$708M
Regulatory assets under management
Employees
3
774 client accounts
Services offered by MCGUIRE INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCGUIRE INVESTMENT GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Dennis Patrick Mcguire offer?
Dennis Patrick Mcguire specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WAKEFIELD, Rhode Island for a consultation.
What are Dennis Patrick Mcguire's credentials?
Dennis Patrick Mcguire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Patrick Mcguire located?
Dennis Patrick Mcguire is based in WAKEFIELD, Rhode Island, working with MCGUIRE INVESTMENT GROUP, LLC. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.
How does Dennis Patrick Mcguire charge for services?
Dennis Patrick Mcguire's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCGUIRE INVESTMENT GROUP, LLC?
MCGUIRE INVESTMENT GROUP, LLC has approximately 3 employees and manages $708M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCGUIRE INVESTMENT GROUP, LLC

Sean Michael Mcguire
WAKEFIELD, RI

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