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Aidan Mcguire

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7815089

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-22
  • CO RA
    APPROVED
    Since 2025-09-22

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Morgan Stanley Phoenix AZ 10/2023 07/2024
Social Hall Tempe Tempe AZ 10/2022 10/2023
T.C. Eggintons Mesa AZ 10/2017 10/2022
Fresh Freight Shipping Scottsdale AZ 06/2018 08/2018
T.C. Eggintons Mesa AZ 08/2024 09/2024
Full Time Education Phoenix AZ 08/2014 05/2020
Charles Schwab & Co., Inc. Lone Tree CO 09/2024 Present
  • 10/2023 → 07/2024
    Morgan Stanley
    Phoenix, AZ
  • 10/2022 → 10/2023
    Social Hall Tempe
    Tempe, AZ
  • 10/2017 → 10/2022
    T.C. Eggintons
    Mesa, AZ
  • 06/2018 → 08/2018
    Fresh Freight Shipping
    Scottsdale, AZ
  • 08/2024 → 09/2024
    T.C. Eggintons
    Mesa, AZ
  • 08/2014 → 05/2020
    Full Time Education
    Phoenix, AZ
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
Other Businesses

1) Uber|Investment Related: No|Restaurant/Food Services|Uber Eats Driver|3/26/2025|Less than 20 hour/month - 0 during trading hours|Picking up and delivering customers food

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
S63 Uniform Securities Agent State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-09-22
  • S63 Uniform Securities Agent State Law Examination
    2025-01-08
Other Names
  • Aidan T Mcguire
  • Aidan T Mcguire

View on SEC IAPD

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