Stewart McGuire, financial advisor Lafayette CA
90 score

Stewart McGuire

CRD Number: 4595216
Current Firm: Concentric Wealth Management LLC

Stewart McGuire (CRD# 4595216) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has 1 year of experience in the finance industry. Stewart 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
Concentric Wealth Management LLC Lafayette, CA Jul 2008 - Current 8
Hc Financial Advisors, Inc. Orinda, CA Jul 2000 - Jul 2008 8

Stewart McGuire has no recent exams reported.
Contact Info for Stewart A. McGuire
Phone Number: 925-962-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $353,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States

CA, NH, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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