Rachel Marie Mcguire
Investment adviser representative at Crusonia Wealth Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Crusonia Wealth Advisors LLCJun 2025 to now
- Private Capital ManagementApr 2019 to Jun 2025
- UnemployedFeb 2019 to Apr 2019
- Bok FinancialJan 2019 to Feb 2019
- The Milestone Group Inc.Sep 2014 to Dec 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Crusonia Wealth Advisors LLC
$1.2BAssets managed
542Clients
15Advisers
2 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
- 5300466
- Firm CRD
- 330057