Matthew John Mcguire
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 feeOther
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.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Patelco Credit UnionDec 2022 to Jun 2024
- Clario Appraisal NetworkFeb 2022 to Oct 2022
- Boundary Oak Golf CourseJan 2019 to Nov 2019
- Texas Valuation ProfessionalsJun 2018 to Nov 2018
- Mcguire Appraisal ServiceJun 2015 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7963282
- Firm CRD
- 104555