Investment adviser representative · Wealthcare Advisory Partners LLC
Timothy J. McGuire
CRD 1135415 · West Chester, PA
At a glance
Timothy J. McGuire is an investment adviser representative with Wealthcare Advisory Partners LLC in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Timothy’s SEC record dates to 2024, about 2 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Wealthcare Advisory Partners LLCSince March 2024West Chester, PA · $8.3B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Timothy’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
- Locked
- 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
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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.