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Michael Wayne McGuire

McGuire Capital Advisors, Inc.

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About Michael Wayne McGuire

Michael McGuire is an investment advisor representative with McGuire Capital Advisors, Inc. based in Bethany, Oklahoma. Michael has over 30 years of experience in the financial services industry. Prior to forming McGuire Capital Advisors, Michael worked with several other firms including Purshe Kaplan Sterling Investments, Southwest Securities, Inc., and Citigroup Global Markets Inc. Michael has a wide range of experience and is well-equipped to help clients meet their financial goals. The firm’s services include portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Michael McGuire is currently registered with McGuire Capital Advisors, Inc.. McGuire Capital Advisors, Inc. is an investment advisor with 4 licensed agents and 4 investment advisor representatives. They manage approximately $88,168,654 in assets for 1,284 clients, including individuals, charitable organizations, and banking or thrift institutions. Their services include portfolio management for businesses and individuals, and the selection of other advisers.

$88.17M

Assets Under Management

Not reported

Total Clients

5

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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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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percentage of assets

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

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Michael McGuire’s Registration & Firm History

OK

06/11/2016 - Present

McGuire Capital Advisors, Inc. (BETHANY OK)

OK

08/06/2013 - 08/08/2018

PURSHE KAPLAN STERLING INVESTMENTS (OKLAHOMA CITY OK)

OK

03/20/2009 - 11/16/2012

SOUTHWEST SECURITIES, INC. (OKLAHOMA CITY OK)

OK

05/23/2003 - 04/14/2009

CITIGROUP GLOBAL MARKETS INC. (NORMAN OK)

NY

09/13/1999 - 05/29/2003

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

NY

11/27/1990 - 10/29/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Wayne McGuire. Review regulatory record here.
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