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Marty Lee Mcguire

Newedge Advisors

Madison, AL

New Orleans, LA

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-06-24
  • AL RA
    APPROVED
    Since 2025-06-24

Branch Locations

9238 Madison Blvd. Suite 845, Madison, AL 35758 • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Country Financial Madison AL 01/2015 Present
Newedge Advisors, Llc. New Orleans LA 06/2025 Present
  • 01/2015 → Present
    Country Financial
    Madison, AL
  • 06/2025 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
Other Businesses

Mr. McGuire conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Cornerstone Wealth Advisors. Mr. McGuire is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. Mr. McGuire is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. McGuire, as a fiduciary, will act in the client's best interest.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-22
S63 Uniform Securities Agent State Law Examination 2012-06-18
  • S65 Uniform Investment Adviser Law Examination
    2025-05-22
  • S63 Uniform Securities Agent State Law Examination
    2012-06-18

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