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Sean Michael Mcguire

MCGUIRE INVESTMENT GROUP, LLC·WAKEFIELD, Rhode Island
Clean recordMCGUIRE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sean Michael Mcguire is a registered financial advisor based in WAKEFIELD, Rhode Island, affiliated with MCGUIRE INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MCGUIRE INVESTMENT GROUP, LLC
MCGUIRE WEALTH MANAGEMENT
AUM
$708M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MCGUIRE INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5636671
Firm CRD# 296271
View on FINRA BrokerCheck →

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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

Mark Robert Provost
D & P INVESTMENT ADVISORS, LTD.·WAKEFIELD, RI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)MIDDLETOWN (8)JOHNSTON (7)CRANSTON (7)EAST GREENWICH (6)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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