Mcguire Saffin, financial advisor Chicago IL

Mcguire Saffin

CRD Number: 7039062
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mcguire Saffin (CRD# 7039062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chicago, IL Mar 2021 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Oct 2018 - Current 4
Unemployed Chicago, IL May 2018 - Oct 2018 < 1
Miami University Oxford, Ohio, OH Aug 2017 - May 2018 < 1
Touchstone Investments Cincinnati, OH May 2017 - Aug 2017 < 1
Miami University Oxford, Ohio, OH Aug 2016 - May 2017 < 1
Fidelity Investments Covington, KY Jun 2016 - Aug 2016 < 1
Miami University Oxford, Ohio, OH Aug 2014 - May 2016 1
Mariemont High School Cincinnati, OH Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Mcguire W. Saffin
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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