Matthew John Mcguire

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-02-05
CA	RA	APPROVED	2025-05-05

TX RA
APPROVED_RES

Since 2026-02-05
CA RA
APPROVED

Since 2025-05-05

Branch Locations

Walnut Creek, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Walnut Creek	CA	07/2024	Present
Patelco Credit Union	Lafayette	CA	12/2022	06/2024
Mcguire Appraisal Service	Walnut Creek	CA	06/2015	04/2023
Clario Appraisal Network	Reno	NV	02/2022	10/2022
Boundary Oak Golf Course	Walnut Creek	CA	01/2019	11/2019
Texas Valuation Professionals	Plano	TX	06/2018	11/2018

07/2024 → Present

Fidelity Investments

Walnut Creek, CA
12/2022 → 06/2024

Patelco Credit Union

Lafayette, CA
06/2015 → 04/2023

Mcguire Appraisal Service

Walnut Creek, CA
02/2022 → 10/2022

Clario Appraisal Network

Reno, NV
01/2019 → 11/2019

Boundary Oak Golf Course

Walnut Creek, CA
06/2018 → 11/2018

Texas Valuation Professionals

Plano, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-23

S66 Uniform Combined State Law Examination

2025-04-23

Other Names

Matthew J Mcguire