Ian
Mcguire
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Ian Mcguire is a financial advisor working in Portland, Maine who has 3 years of relevant experience. Mcguire is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Mcguire has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, At&T, Pine State Beverage, Great East Butcher, Portland Yacht Club, Southern Maine Community College and Sterling Jewelers. Mcguire holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maine and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It controls $1 trillion in assets among its 2,864,234 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically are based on the services provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
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2,864,234
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$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ian Mcguire Work History
Ian has been registered as a financial advisor for 3 years.*
At&T
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Sterling Jewelers
At&T
Pine State Beverage
Great East Butcher
Portland Yacht Club
Southern Maine Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ian Mcguire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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