Richard Patrick Mcguire

Wright Investors Service INC

39 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Wright Investors Service INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

79 clients

Average Client Portfolio

$15.7M average

Assets Under Management

$1.2B

Fee Structure

Financial Planning:Investment management only

Location

2 Corporate Drive, Suite 770, Shelton, CT, 06484

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2000

Settled

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Employment History

Current Registrations

Wright Investors Service INC

January 2012 - Present · 14 yrs 1 mo

Wright Investors' Service Distributors, INC.Broker

April 2011 - Present · 14 yrs 10 mos

Previous Registrations

Nylife Securities LLCBroker

August 2009 - October 2009 · 2 mos

PHD CapitalBroker

November 2001 - October 2008 · 6 yrs 11 mos

Tasin & Company, INC.Broker

July 1995 - February 2001 · 5 yrs 7 mos

Murphey, Marseilles, Smith & Nammack, INC.Broker

April 1995 - July 1995 · 3 mos

Kensington Wells IncorporatedBroker

February 1995 - April 1995 · 2 mos

Meridian, Dunhill & CO., INC.Broker

October 1994 - February 1995 · 4 mos

Dunhill Equities, INC.Broker

July 1994 - October 1994 · 3 mos

Emanuel and CompanyBroker

December 1989 - July 1994 · 4 yrs 7 mos

J F Lowe & Company IncorporatedBroker

January 1989 - December 1989 · 11 mos

Greentree Securities CORP.Broker

January 1988 - January 1989 · 1 yr

Brooks Weinger Robbins & Leeds INC.Broker

January 1984 - January 1988 · 4 yrs

Brooks, Hamburger, Satnick, INC.Broker

July 1983 - January 1984 · 6 mos

Fahnestock & CO.Broker

December 1982 - June 1983 · 6 mos

State Registrations2 states

CTTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.