Warren McGuireCRD Number: 6234902
Current Firm: Axa Advisors, LLC
Warren McGuire (CRD# 6234902) is an Investment Advisor Representative working at Axa Advisors, LLC in New York, NY and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Axa Advisors, LLC||New York, NY||Aug 2013 - Current||4|
|Unemployed||Pittsburgh, PA||May 2013 - Aug 2013||< 1|
|Villanova University||Villanova, PA||Jun 2009 - May 2013||3|
|Bank Of New York||New York, NY||Jun 2012 - Nov 2012||< 1|
|Economy Automotive Services||Pittsburgh, PA||May 2011 - Aug 2011||< 1|
|Pinecastle Realty, LLC||Pittsburgh, PA||May 2010 - Aug 2010||< 1|
|Economy Automotive Services||Pittsburgh, PA||Jan 2004 - Dec 2009||5|
|Baldwin Whitehall H.s.||Pittsburgh, PA||Aug 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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