David McGuire has been an investment adviser representative at Latitude Advisors since November 2009, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
David McGuire’s longest registration is the current one, 16 years at Latitude Advisors since 2009. Before joining Latitude Advisors in 2009, David McGuire was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsFort Pierce, FL · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 7 yearsFort Pierce, FL · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
David McGuire is registered as an investment adviser representative in Florida, since November 2009.
- FloridaSince 19 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 April 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 January 2000 |
| Series 66 | Uniform Combined State Law Examination | 7 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- David Skeens McGuire
- CRD
- 4064564
- Firm
- Latitude Advisors · CRD 151001
- Office
- Fort Pierce, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David McGuire work?
David McGuire is an investment adviser representative registered through Latitude Advisors, LLC since November 2009, and is not listed among the firm’s executive officers or direct owners.
Is David McGuire a financial advisor?
Yes. David McGuire has a current investment-adviser registration in Florida, through Latitude Advisors since November 2009.
How many years of experience does David McGuire have?
David McGuire has 26 years in the financial industry, since January 2000, across 2 adviser firms.
What exams has David McGuire passed?
David McGuire has passed 3 licensing exams: the Series 66, Series 6 and Series 63. The earliest, the Series 66, was passed in December 1999. FINRA credited David McGuire with the SIE, which began in October 2018.
Where did David McGuire work before Latitude Advisors?
Before Latitude Advisors, David McGuire was registered through Medallion Advisory Services, LLC, January 2002 to November 2009.
Where is David McGuire based?
David McGuire’s registered office is in Fort Pierce, FL.
Is David McGuire registered with FINRA?
Yes. David McGuire has a current broker registration, under CRD 4064564.
Source: FINRA BrokerCheck
How can I verify David McGuire’s record?
Search CRD 4064564 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David McGuire’s full registration record.