Ryan B. Mcguire

WESTSHORE WEALTH

Newport Beach, CA 92660

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CRD#: 5435181

Professional summary

Ryan Byron Mcguire, CFP®, who also goes by Ryan Mcguire, is a registered financial advisor currently at WESTSHORE WEALTH located in Newport Beach, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 10 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Mcguire

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Byron 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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

September 13, 2016 - Present

WESTSHORE WEALTH

Office #1: 4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660

RIA

CRD#: 283843

Newport Beach, CA

Past

March 17, 2015 - August 29, 2016

RGT WEALTH ADVISORS

RIA

CRD#: 104953

IRVINE, CA

Past

January 27, 2012 - March 28, 2014

BRIDGE ADVISORY LLC

RIA

CRD#: 148282

NEWPORT BEACH, CA

Past

January 26, 2012 - March 31, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

NEWPORT BEACH, CA

Past

January 14, 2011 - February 2, 2012

FINANCIAL ADVISORS NETWORK, INC.

RIA

CRD#: 152083

TUSTIN, CA

Past

September 8, 2010 - December 31, 2010

FINANCIAL ADVISORS NETWORK, INC.

RIA

CRD#: 152083

TUSTIN, CA

Past

May 21, 2010 - October 27, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

TUSTIN, CA

Past

May 13, 2010 - January 27, 2012

LPL FINANCIAL LLC

CRD#: 6413

TUSTIN, CA

Past

January 7, 2010 - May 12, 2010

TNP SECURITIES, LLC

CRD#: 149178

COSTA MESA, CA

Past

January 2, 2009 - December 31, 2009

CABIN SECURITIES, INC.

CRD#: 137608

WALNUT CREEK, CA

Past

September 4, 2008 - December 31, 2008

WILSON-DAVIS & CO., INC.

CRD#: 3777

SALT LAKE CITY, UT

Past

October 31, 2007 - June 26, 2008

GRUBB & ELLIS SECURITIES, INC.

CRD#: 17932

SANTA ANA, CA

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".

WESTSHORE WEALTH

CAMINO CAPITAL ADVISORS LLC | WESTSHORE WEALTH, LLC | WESTSHORE WEALTH

CRD#: 283843 / SEC#: 801-108664

RIA

Registered Investment Advisory firm - (12/1/2016 Approved)

California

Registered Investment Advisory firm - (1/14/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2016 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.

Highlighted states indicate IAR registrations

IAR

California
(9/13/2016)

IAR

Texas
(12/18/2018)

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

State Security Law Exam

IAR

Series 66

Date: 5/20/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/20/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/30/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/17/2011

General Securities Principal Examination

Current Firm

WESTSHORE WEALTH

CAMINO CAPITAL ADVISORS LLC | WESTSHORE WEALTH, LLC | WESTSHORE WEALTH

CRD#: 283843 / SEC#: 801-108664

RIA

Registered Investment Advisory firm - (12/1/2016 Approved)

California

Registered Investment Advisory firm - (1/14/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2016 Terminated)

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Contact information

Main Address

4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 825-7505

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-WESTSHORE WEALTH (3/28/2025)

Regulatory assets under management

Total Number of Accounts	735
AUM (Assets Under Management)	$ 534,341,985

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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Advisor Monitoring

Firm Stability Insights

Ryan B. Mcguire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Byron Mcguire's CRS (Customer Relationship Summary).

Certified licenses

Experience

RGT WEALTH ADVISORS

BRIDGE ADVISORY LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

FINANCIAL ADVISORS NETWORK, INC.

FINANCIAL ADVISORS NETWORK, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TNP SECURITIES, LLC

CABIN SECURITIES, INC.

WILSON-DAVIS & CO., INC.

GRUBB & ELLIS SECURITIES, INC.

Primary Firm SEC Registration

WESTSHORE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2010

Series 63

Date: 11/20/2007

Series 7

Date: 10/30/2007

Series 24

Date: 8/17/2011

Current Firm

WESTSHORE WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTSHORE WEALTH

TRUST BUT VERIFY

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