Terrance Patrick Mcguire

Employer firm

Ridgewood Investments CRD 121220

$419M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2012 → Present
  Ridgewood Investments
  Hermosa Beach, CA

Other Businesses

Terry serves as President and majority owner of Dividend Research and Management Inc, which was created in October 2024 as a holding tank company to pay employees and share administrative costs with Ridgewood Investments, LLC. Terry serves as trustee for several entities for a family member. Additionally, he serves as Manager for one of the entities. The entity he manages is a bank account for the purchase of a property and not investment related. Terry serves as Manager for 1808 The Strand LLC and 1812 The Strand LLC. These were formed to hold properties related to the LLCs where he serves as a Trustee. He does not receive compensation for this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-21

Other Names

• Terry Mcguire