Martin Tyler Mcguire Mr
CFP®Professional Summary
Martin Tyler Mcguire MR, CFP®, who also goes by Martin Tyler Mcguire, is a registered financial advisor currently at DIVERSIFIED, LLC located in Mountain Brook, Alabama. Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Martin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Health Care & Long-Term Care Planning
Specializations
Biography
Tyler joined Diversified in April of 2022. He graduated with honors from the University of Alabama with a degree in Corporate Finance and a minor in Economics. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2014. Tyler is an avid musician and discovered his love of music at 16 when a friend urged him to join the high school drumline. When an opportunity to play in a touring band presented itself after his first year...
Other Aliases
Martin Tyler Mcguire
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC
Contact Information
Main Address
3705 Concord Pike, Wilmington, DE 19803Phone Number
(302) 765-3500# of Employees
53SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
6,570AUM (Assets Under Management)
$2,791,127,378Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC
State Registrations and Notice Filings
(8/5/2024)
(8/5/2024)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Martin Tyler Mcguire MR's CRS (Customer Relationship Summary).
Services Offered by Martin
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Health Care & Long-Term Care Planning
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