Peter
Mcguire

Eagle Strategies LLC

CRD#6670868
Investment Advisor
in Franklin, MA

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About this Advisor

Peter Mcguire is a financial advisor based in Franklin, Massachusetts, working with Eagle Strategies LLC. Peter has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Fourstar Connections Inc, Mcguire And Wright Financial Group LLC, and Eagle Strategies LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Peter is part of Eagle Strategies LLC, which operates out of Franklin, Massachusetts. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

308 West Central Street Suite A
Franklin, MA 02038

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

MA Average: $7,464,549,021
Total Number of Employees

2,567

MA Average: 88
Total Number of Accounts

95,287

MA Average: 3,892
Average Account Size

$213,647

MA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Peter Mcguire Work History

2021 - Present (4 years)

Eagle Strategies LLC

2018 - Present (7 years)

Mcguire And Wright Financial Group LLC

2016 - Present (9 years)

Nylife Securities LLC

2016 - Present (9 years)

New York Life Insurance Company

2006 - 2016 (10 years)

Fourstar Connections Inc

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Disclosures

Please visit the SEC profile of Peter Mcguire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Raymond Stellhorn-Tavera
Newport Beach, CA
Olivia Helmers
New Orleans, LA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Craig Peterson
Pittsburgh, PA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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