Nicholas Maguire (CRD# 7653284) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley Wealth Managers, Inc. | New York, NY | Jul 2023 - Current | < 1 |
| Valley Financial Management, Inc. | New York, NY | Jan 2023 - Current | 1 |
| Valley National Bank | New York, NY | Jan 2023 - Current | 1 |
| United States Marine Corps | Alexandria, VA | May 2020 - Dec 2022 | 2 |
| United States Marine Corps | Kailua, HI | Jun 2019 - Apr 2020 | < 1 |
| United States Marine Corps | Okinawa, | Dec 2018 - Jun 2019 | < 1 |
| United States Marine Corps | Kailua, HI | Jan 2018 - Dec 2018 | < 1 |
| United States Marine Corps | Quantico, VA | Jan 2017 - Dec 2017 | < 1 |
| Harrington Paving And Excavating | Chester, NJ | Jun 2016 - Dec 2016 | < 1 |
| Columbia University | New York, NY | Mar 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- NJ
- NY
-
Total Assets Under Management2,247MILLIONS
-
Total Number of Accounts1,997ACCOUNTS
-
Average Account Value$1,125,181
- A percentage of assets under your management
- Hourly charges
- 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)
AL, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.