Michael T Mcguire
Investment adviser representative at Girard Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$3.2BFirm assets
25 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Girard Advisory Services, LLCJun 2025 to now
- Univest/girardJun 2025 to now
- UnemployedOct 2024 to Jun 2025
- Traynor Capital ManagementJun 2021 to Oct 2024
- UnemployedOct 2020 to Jun 2021
- AccelionJan 2020 to Oct 2020
- Costco WholesaleJan 2016 to Jan 2020
- Kutztown UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Girard Advisory Services, LLC
$3.2BAssets managed
2,466Clients
44Advisers
25 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
- 8116635
- Firm CRD
- 39163