Kenneth J. Mcguire

ACCURATE WEALTH MANAGEMENT

West Yarmouth, MA 02673

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CRD#: 1998997

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.

1. MCGUIRE FINANCIAL SERVICES, INC./W. YARMOUTH, MA 02673/OWNER/INVESTMENT RELATED/SINCE 2005/INSURANCE SALES/CONSULT WITH CUSTOMERS IN DETERMINING NEEDS FOR AND SALES OF FIXED INSURANCE/30 HOURS PER MONTH DEVOTED 2. YARMOUTH AREA CHAMBER OF COMMERCE(FINANCE COMMITTEE) - COMMITTEE ESTABLISHED TO REVIEW, MONITOR, AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING FINANCES OF THE CHAMBER - START DATE 7/14/2016 - NON INVESTMENT-RELATED - 1 HOUR SPENT PER MONTH. 3. 349 MAIN STREET CONDO TRUST - 349 MAIN ST. UNIT C, W.YARMOUTH MA 02673 - REAL ESTATE TRUST - TRUSTEE OVERSEEING MANAGEMENT OF BUSINESS CONDO UNITS - START DATE 1/31/2017 - NON INVESTMENT-RELATED - 1 TO 2 HOURS SPENT PER MONTH. 4. BAM BAM LLC, 349 MAIN ST. UNIT C, W.YARMOUTH MA 02673 - OWNER/PRESIDENT - OVERSEE MANAGEMENT OF RENTAL REAL ESTATE - START DATE 2/17/2015 - NON INVESTMENT-RELATED - 2 HOURS SPENT PER MONTH. 5. AAG CAPITAL INC., W. YARMOUTH MA - REGISTERED REPRESENTATIVE - START DATE 10/2022 - INVESTMENT RELATED - 8 HOURS SPENT PER MONTH 6. MCGUIRE FINANCIAL SERVICES, INC./W. YARMOUTH, MA - IAR - START DATE 12/2018 - INVESTMENT RELATED - 100+ HOURS SPENT PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Joseph Mcguire's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 16, 2024 - Present

ACCURATE WEALTH MANAGEMENT, LLC

Office #1: 349 Main Street Unit C, West Yarmouth, MA 02673

RIA

CRD#: 298137

West Yarmouth, MA

Current

December 21, 2022 - Present

AAG CAPITAL, INC

Office #1: 349 Main Street Unit C, West Yarmouth, MA 02673

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

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.

CRD#: 30613

WEST YARMOUTH, MA

Past

February 6, 1990 - June 4, 1998

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 6, 1990 - June 4, 1998

MSI FINANCIAL SERVICES, INC.

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".

ACCURATE WEALTH 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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Arkansas
(4/30/2025)

Connecticut
(10/11/2023)

Florida
(12/21/2022)

IAR

Florida
(7/25/2024)

Hawaii
(12/21/2022)

Maine
(2/27/2023)

Massachusetts
(12/21/2022)

IAR

Massachusetts
(8/2/2024)

Pennsylvania
(12/21/2022)

Texas
(12/21/2022)

IAR

Texas
(7/16/2024)

Vermont
(10/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/17/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/26/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/17/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/5/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/5/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/25/1998

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

ACCURATE WEALTH 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)

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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

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

WRAP FEE BROCHURE (3/26/2025)

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.

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Kenneth J. Mcguire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Joseph Mcguire's CRS (Customer Relationship Summary).

Certified licenses

Experience

AAG CAPITAL, INC

MCGUIRE FINANCIAL SERVICES, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

REDHAWK WEALTH ADVISORS, INC.

WORKMAN SECURITIES CORPORATION

WORKMAN SECURITIES CORPORATION

INVESTORS CAPITAL CORP.

EASTERN POINT ADVISORS INC.

INVESTORS CAPITAL CORP.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ACCURATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/17/2022

Series 65

Date: 2/26/2007

Series 6TO

Date: 12/17/2022

SIE

Date: 10/5/2022

Series 6

Date: 2/5/1990

Series 26

Date: 6/25/1998

FINRA

Current Firm

ACCURATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCURATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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