Investment adviser representative · Financial Services Group
Aleea M. McGuire
CRD 1424102 · San Francisco, CA
At a glance
Aleea M. McGuire is an investment adviser representative with Financial Services Group in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aleea’s SEC record dates to 1997, about 29 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Financial Services GroupSince March 2000San Francisco, CA · State-registered or not in the SEC’s list
- Sandro Wealth Management LLCSince September 2026Fairfield, NJ · $228M in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Aleea’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.