Ian L Mcguire

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-31
MI	RA	APPROVED	2023-12-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Westland	MI	08/2022	Present
Unemployed	Allen Park	MI	07/2022	08/2022
Crown Properties International	Troy	MI	10/2018	03/2019
Ups	Livonia	MI	11/2018	03/2019
Rocket Mortgage	Detroit	MI	03/2019	07/2022
Soothsayer Analytics	Livonia	MI	06/2017	09/2018
Olivet Nazarene University	Bourbonnais	IL	08/2013	06/2017

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westland, MI
07/2022 → 08/2022

Unemployed

Allen Park, MI
10/2018 → 03/2019

Crown Properties International

Troy, MI
11/2018 → 03/2019

Ups

Livonia, MI
03/2019 → 07/2022

Rocket Mortgage

Detroit, MI
06/2017 → 09/2018

Soothsayer Analytics

Livonia, MI
08/2013 → 06/2017

Olivet Nazarene University

Bourbonnais, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-30

Nearby Firms