Emily Brigid Mcguire
Investment adviser representative at Capital Analysts
13 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital AnalystsJun 2023 to now
- Lincoln InvestmentApr 2023 to now
- Northwestern MutualFeb 2022 to Mar 2023
- The Vanguard Group, Inc.Jul 2021 to Feb 2022
- Lincoln Investment PlanningMay 2020 to Aug 2020
- Dairy CottageMay 2018 to Jul 2018
- Pennsylvania State UniversityAug 2017 to May 2021
- Azie MediaApr 2017 to Jan 2020
- Cardinal O'hara High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 7257577
- Firm CRD
- 162200