Sean Maguire
Sean Maguire is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Milton, GA, with 29 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
12640 Crabapple Rd., Ste. 300, Milton, GA, 30004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is the SVP of Business Growth and Operations at Nettuno Group, dedicating about a quarter to nearly full-time hours. He also owns a strategic advisory business, taking minimal time, and works as an administrative rep of an RIA (CIRA) full-time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
E-Invest, INC.Broker
Fsc Securities CorporationBroker
Raymond James & Associates, INC.Broker
Olde Discount CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.