Aleea McGuire has been an investment adviser representative at Sandro Wealth Management since September 2026, and is not listed among the firm’s executive officers or direct owners.
Sandro Wealth Management LLC is a Fairfield, NJ firm with $228M under management, 55 clients and 11 advisers across 6 offices, as of its August 2026 filing.
Aleea McGuire’s longest registration is the current one, 26 years at Financial Services Group since 2000. Before joining Sandro Wealth Management in 2026, Aleea McGuire was registered through Osaic Wealth, Inc. and FSC Securities Corporation.
- Sandro Wealth Management LLCCurrent– present · under a yearSan Francisco, CA · Adviser representative · Firm CRD 332113
- Osaic Wealth, Inc.– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 23131
- Financial Services GroupAlso current– present · 26 yearsSan Francisco, CA · Adviser representative · Firm CRD 135569
- FSC Securities Corporation– · 26 yearsSan Francisco, CA · Adviser representative · Firm CRD 7461
Investment adviser representative registrations
Aleea McGuire is registered as an investment adviser representative in California, since March 2000.
- CaliforniaSince 27 March 2000
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 March 2005 |
| Series 7 | General Securities Representative Examination | 18 January 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aleea Madelyn McGuire
- CRD
- 1424102
- Firm
- Sandro Wealth Management · CRD 332113
- Office
- San Francisco, CA
- Registration
- Investment adviser registration
- In the industry since
- February 1986
- Disciplinary history
- Not yet shown here · SEC record
Where does Aleea McGuire work?
Aleea McGuire is an investment adviser representative registered through Sandro Wealth Management LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aleea McGuire a financial advisor?
Yes. Aleea McGuire has a current investment-adviser registration in California, through Sandro Wealth Management since September 2026.
How many years of experience does Aleea McGuire have?
Aleea McGuire has 40 years in the financial industry, since February 1986, across 4 adviser firms.
What exams has Aleea McGuire passed?
Aleea McGuire has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in January 1986. FINRA credited Aleea McGuire with the SIE, which began in October 2018.
Where did Aleea McGuire work before Sandro Wealth Management?
Before Sandro Wealth Management, Aleea McGuire was registered through Osaic Wealth, Inc., November 2023 to July 2026; FSC Securities Corporation, July 1997 to November 2023.
Where is Aleea McGuire based?
Aleea McGuire’s registered office is in San Francisco, CA.
Is Aleea McGuire registered with FINRA?
No. Aleea McGuire has no current broker registration.
How can I verify Aleea McGuire’s record?
Search CRD 1424102 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aleea McGuire’s full registration record.
