Dennis Patrick Mcguire
Investment adviser representative at Mcguire Wealth Management
17 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Mcguire Wealth ManagementSep 2018 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (RI).
Mcguire Wealth Management
Legal name: Mcguire Investment Group, LLC
$1.1BAssets managed
314Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4336544
- Firm CRD
- 296271