Nicholas Cole Mcguire
Investment adviser representative at United Advisor Group
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
Are you Nicholas Cole Mcguire? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- United Advisor GroupFeb 2024 to now
- Silver Oak SecuritiesJul 2023 to now
- Miami Valley Financial PartnersJun 2022 to now
- Cambridge Investment Research Inc.Mar 2022 to Jul 2023
- University of NicosiaJan 2022 to May 2022
- Miami University OxfordAug 2019 to Aug 2023
- Moraine Country ClubAug 2016 to Aug 2021
- Miamisburg High SchoolAug 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 7577679
- Firm CRD
- 324205