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Sean Michael Mcguire

MCGUIRE INVESTMENT GROUP, LLC·WAKEFIELD, Rhode Island
SIE, Series 7, Series 24, Series 66Clean record17 years registeredMCGUIRE INVESTMENT GROUP, LLC
105 MAIN STREET, WAKEFIELD, RI 02879CRD# 5636671Firm CRD# 296271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Michael Mcguire · WAKEFIELD, RI
Registration
CRD #5636671 · MCGUIRE INVESTMENT GROUP, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

MCGUIRE WEALTH MANAGEMENT
Aug 2018 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Oct 2009 – Aug 2018
CHARLESTOWN, RI
WELLS FARGO ADVISORS, LLC
Apr 2009 – Oct 2009
CHARLESTOWN, RI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · April 6, 2009
Years registered · 17
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 Sean Michael Mcguire offer?
Sean Michael Mcguire specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WAKEFIELD, Rhode Island for a consultation.
What are Sean Michael Mcguire's credentials?
Sean Michael Mcguire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Michael Mcguire located?
Sean Michael 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 Sean Michael Mcguire charge for services?
Sean Michael 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

Dennis Patrick Mcguire
WAKEFIELD, RI

More Advisors in WAKEFIELD, Rhode Island

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Nearby cities in Rhode Island
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Research
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