KM
Kenneth J. Mcguire
ACCURATE WEALTH MANAGEMENT
West Yarmouth, MA 02673
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CRD#: 1998997
KM
Professional summary
Kenneth Joseph Mcguire is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in West Yarmouth, Massachusetts and AAG CAPITAL, INC located in West Yarmouth, Massachusetts.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Kenneth has worked at 10 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Joseph Mcguire's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 16, 2024 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 349 Main Street Unit C, West Yarmouth, MA 02673RIA
CRD#: 298137
West Yarmouth, MA
Current
December 21, 2022 - Present
AAG CAPITAL, INC
Office #1: 349 Main Street Unit C, West Yarmouth, MA 02673BD
CRD#: 188
West Yarmouth, MA
Past
December 7, 2018 - October 1, 2024
MCGUIRE FINANCIAL SERVICES, INC.
RIA
CRD#: 298695
WEST YARMOUTH, MA
Past
February 4, 2010 - December 12, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
WEST YARMOUTH, MA
Past
June 5, 2008 - February 26, 2010
REDHAWK WEALTH ADVISORS, INC.
RIA
CRD#: 146616
WEST YARMOUTH, MA
Past
November 6, 2006 - June 6, 2008
WORKMAN SECURITIES CORPORATION
RIA
CRD#: 31898
WEST YARMOUTH, MA
Past
January 3, 2006 - June 6, 2008
WORKMAN SECURITIES CORPORATION
BD
CRD#: 31898
WEST YARMOUTH, MA
Past
January 5, 2005 - December 31, 2005
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
WEST YARMOUTH, MA
Past
May 4, 2000 - December 31, 2004
EASTERN POINT ADVISORS INC.
RIA
CRD#: 107123
W. YARMOUTH, MA
Past
June 2, 1998 - December 31, 2005
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
WEST YARMOUTH, MA
Past
February 6, 1990 - June 4, 1998
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
February 6, 1990 - June 4, 1998
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(4/30/2025)
RR
Connecticut(10/11/2023)
RR
Florida(12/21/2022)
IAR
Florida(7/25/2024)
RR
Hawaii(12/21/2022)
RR
Maine(2/27/2023)
RR
Massachusetts(12/21/2022)
IAR
Massachusetts(8/2/2024)
RR
Pennsylvania(12/21/2022)
RR
Texas(12/21/2022)
IAR
Texas(7/16/2024)
RR
Vermont(10/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/17/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)PREMIUM
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137West Yarmouth, MA 02673TRUST BUT VERIFY
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