Sean
Mcguire
Mcguire Wealth Management
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About this Advisor
Sean Mcguire is a financial advisor based in Wakefield, Rhode Island, working with Mcguire Wealth Management. Sean has previously held positions at Wells Fargo Advisors Financial Network LLC and Mcguire Wealth Management. Sean has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Sean is part of Mcguire Wealth Management, which operates out of Wakefield, Rhode Island. The firm has 3 employees and manages assets totaling $707.6 million. The firm 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, portfolio management for institutional clients, and pension consulting services. The fee structure at Mcguire Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mcguire Wealth Management Brokerage Details
$707,642,527
3
774
$914,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Sean Mcguire Work History
Mcguire Wealth Management
Wells Fargo Advisors Financial Network LLC
Disclosures
Please visit the SEC profile of Sean 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 Mcguire Wealth Management
Wakefield, RI
Wakefield, RI
Wakefield, RI
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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