TM
Terrance P. Mcguire
RIDGEWOOD INVESTMENTS
Hermosa Beach, CA 90254
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CRD#: 6102706
TM
Professional summary
Terrance Patrick Mcguire, who also goes by Terry Mcguire, is a registered financial advisor currently at RIDGEWOOD INVESTMENTS located in Hermosa Beach, California.
Terrance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Terrance has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terry 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.
Terry serves as President and majority owner of Dividend Research and Management Inc, which was created in October 2024 as a holding tank company to pay employees and share administrative costs with Ridgewood Investments, LLC. Terry serves as trustee for several entities for a family member. Additionally, he serves as Manager for one of the entities. The entity he manages is a bank account for the purchase of a property and not investment related. Terry serves as Manager for 1808 The Strand LLC and 1812 The Strand LLC. These were formed to hold properties related to the LLCs where he serves as a Trustee. He does not receive compensation for this role.
CRS (Client Relationship Summary) - RIA
Click below to view Terrance Patrick 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
September 26, 2012 - Present
RIDGEWOOD INVESTMENTS
Office #1: 205 Pier Ave Suite 104, Hermosa Beach, CA 90254RIA
CRD#: 121220
Hermosa Beach, 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".
RI
RIDGEWOOD INVESTMENTS
DIVIDEND GROWTH PARTNERS | THE RIDGEWOOD GROUP | RIDGEWOOD INVESTMENTS LLC | RIDGEWOOD INVESTMENTS | RIDGEWOOD DIVIDEND GROWTH | RIDGEWOOD CAPITAL CORP | INDEXVALUE
CRD#: 121220 / SEC#: 801-66378
RIA
Registered Investment Advisory firm - (3/23/2006 Approved)California
Registered Investment Advisory firm - (3/27/2006 Terminated)New Jersey
Registered Investment Advisory firm - (8/24/2006 Terminated)New York
Registered Investment Advisory firm - (8/24/2006 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.Highlighted states indicate IAR registrations
IAR
California(6/30/2015)
IAR
Texas(4/26/2017)
Current Firm
RI
RIDGEWOOD INVESTMENTS
DIVIDEND GROWTH PARTNERS | THE RIDGEWOOD GROUP | RIDGEWOOD INVESTMENTS LLC | RIDGEWOOD INVESTMENTS | RIDGEWOOD DIVIDEND GROWTH | RIDGEWOOD CAPITAL CORP | INDEXVALUE
CRD#: 121220 / SEC#: 801-66378
RIA
Registered Investment Advisory firm - (3/23/2006 Approved)California
Registered Investment Advisory firm - (3/27/2006 Terminated)New Jersey
Registered Investment Advisory firm - (8/24/2006 Terminated)New York
Registered Investment Advisory firm - (8/24/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
623 Morris Avenue, Springfield, NJ 07081
Mailing Address
Phone number
(973) 544-6970
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 346,679,345 |
Red Flags
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