Ryan McGuire, financial advisor Redwood City CA
93 score

Ryan McGuire

CRD Number: 6061523
Current Firm: Hewins Financial Advisors, LLC

Ryan McGuire (CRD# 6061523) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 3 years of experience in the finance industry. Ryan 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
Hewins Financial Advisors, LLC Madison, WI Dec 2015 - Current 2
Hewins Financial Advisors, LLC Madison, WI May 2014 - Dec 2015 1
Uw Athletics Madison, WI May 2013 - Aug 2014 1
Uw Madison Madison, WI Sep 2010 - May 2014 3
Sva Plumb Madison, WI Apr 2013 - Apr 2014 1
Northwestern Mutual Madison, WI May 2012 - Apr 2013 < 1
Gold Country, Inc. Madison, WI Aug 2010 - Aug 2012 2
Mineral Point High School Mineral Point, WI Sep 2006 - May 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Ryan R. McGuire
Phone Number: 650-620-3040
Registered State(s):
  • CA
  • MN
  • FL
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    4,399
    MILLIONS
  • Total Number of Accounts
    5,878
    ACCOUNTS
  • Average Account Value
    $748,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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