Matthew McGuirkCRD Number: 2895403
Current Firm: Oppenheimer & Company Inc.
Matthew McGuirk (CRD# 2895403) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 23 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Oppenheimer & Company Inc.||New York, NY||Feb 2021 - Current||< 1|
|Oppenheimer & Company Inc.||Boston, MA||Jul 2020 - Feb 2021||< 1|
|Unemployed||Boston, MA||Mar 2020 - Jul 2020||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Sep 2016 - Mar 2020||3|
|Morgan Stanley||Boston, MA||May 2016 - Mar 2020||3|
|Self-employed||Boston, MA||May 2006 - May 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management22,727MILLIONS
Total Number of Accounts27,780ACCOUNTS
Average Account Value$818,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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