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Matthew Robert McGuire

Parallel Advisors, LLC

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About Matthew Robert McGuire

Matthew McGuire is a financial advisor with over 20 years of experience. Matthew is currently registered as a Registered Investment Advisor with Parallel Advisors, LLC, which is headquartered in San Francisco, California. Previously, Matthew was registered with FIRST FINANCIAL SECURITIES OF AMERICA, INC. in Houston, Texas and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York, NY. Matthew has extensive experience providing financial advice to individuals, families, corporations, pension and profit sharing plans and charitable organizations. Matthew is also a Certified Financial Planner.

Firm Information

Matthew McGuire is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew McGuire’s Registration & Firm History

OK

12/21/2021 - Present

Parallel Advisors, LLC (Oklahoma City OK)

TX

01/30/2003 - 08/09/2006

FIRST FINANCIAL SECURITIES OF AMERICA, INC. (HOUSTON TX)

NY

03/09/2000 - 06/11/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/30/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Robert McGuire.
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