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Stephen Vincent Mcguire

Wealthcare Advisory Partners LLC

West Chester, PA

Blue Bell, PA

CRD 3101811

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Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B 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:

Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-15
  • PA RA
    APPROVED
    Since 2024-05-15

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

660 Sentry Parkway, Suite 102, Blue Bell, PA 19422 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of China Hong Kong 11/2015 11/2020
Wealthcare Advisory Partners Llc Blue Bell PA 05/2024 Present
Unemployed Blue Bell PA 12/2020 05/2024
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-09-29
  • S63 Uniform Securities Agent State Law Examination
    1998-09-29
Designations
  • Chartered Financial Analyst
Other Names
  • Steve Mcguire

View on SEC IAPD

Nearby Firms

WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WEALTHCARE CAPITAL MANAGEMENT LLC

Nearby Investors

SMITHA THOMAS
TODD ANTHONY SCORZAFAVA
HENRY JOHN SAUR

Nearby Offices

WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA

More in West Chester, PA

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