Tracy McGuire, financial advisor Kennett Square PA

Tracy McGuire

CRD Number: 2084657
Current Firm: Brandywine Oak Private Wealth LLC

Tracy McGuire (CRD# 2084657) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 33 years of experience in the finance industry. Tracy McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brandywine Oak Private Wealth Kennett Square, PA Oct 2018 - Current 5
Purshe Kaplan Sterling Investments Albany, NY Sep 2018 - Jun 2022 3
Wyeth Private Wealth, LLC Chadds Ford, PA Jul 2018 - Oct 2018 < 1
Bank Of America,na Wilmington, DE Nov 2009 - Jul 2018 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington, DE Jul 1990 - Jul 2018 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Mar 1992
Contact Info for Tracy B. McGuire
Phone Number: (484) 785-0050
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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