Patrick Joseph Mcguire

Employer firm

Santander Securities LLC CRD 41791

$3.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SPONSOR TO 3RD-PARTY WRAP FEE PROGRAM(S) OFFERED BY CUSTODIAN'S (NFS) ADVISORY PLATFORM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 05/2022
  Merrill Lynch,Pierce,Fenner & Smith Incorporated
  Lincoln, RI
• 11/2014 → 05/2022
  Bank Of America N.A.
  Lincoln, RI
• 05/2022 → Present
  Santander Bank, Na
  Boston, MA
• 05/2022 → 11/2025
  Santander Securities, Llc
  Boston, MA
• 11/2022 → Present
  Foxborough Public Schools
  Foxborough, MA
• 11/2025 → Present
  Santander Securities, Llc
  Boston, MA

Previous Registrations

• 2014-04-01 → 2022-05-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
  Riverside, RI
  Waltham, MA
  Riverside, RI
  Riverside, RI
  Pennington, NJ

Other Businesses

1. Foxborough Public Schools, Announcer at Foxborough high school football games, non-investment related, start date 11/04/2022, Foxborough MA, 2 hours monthly, none during trading hours. 2. Foxborough Public Schools, Member of school board of Foxborough Public Schools, non-investment related, start date 05/05/2025, Foxborough MA, 8 hours monthly, none during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31
• S63 Uniform Securities Agent State Law Examination
  2008-01-28