Tracy B. Mcguire
Professional summary
Tracy Brinker Mcguire, CFP®, who also goes by Tracy B Mcguire, is a registered financial advisor currently at BRANDYWINE OAK PRIVATE WEALTH LLC located in Kennett Square, Pennsylvania.
Tracy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Tracy has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tracy Brinker Mcguire's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 27, 2018 - Present
BRANDYWINE OAK PRIVATE WEALTH LLC
Office #1: 500 Old Forge Lane Suite 501, Kennett Square, PA 19348September 21, 2018 - June 10, 2022
PURSHE KAPLAN STERLING INVESTMENTS
June 15, 1993 - July 31, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 19, 1990 - July 31, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
BRANDYWINE OAK PRIVATE WEALTH LLC
CRD#: 297021 / SEC#: 801-113624
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/27/2018)
(7/27/2018)
Exams
Current Firm
BRANDYWINE OAK PRIVATE WEALTH LLC
CRD#: 297021 / SEC#: 801-113624
Contact information
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,759 |
| AUM (Assets Under Management) | $ 1,405,262,024 |
Red Flags
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Company Information
BRANDYWINE OAK PRIVATE WEALTH LLC
CRD#: 297021Kennett Square, PA 19348TRUST BUT VERIFY
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