Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 18 January 2019
- Officer or owner
- Matthew McGuire is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Matthew McGuire has been registered through Parallel Advisors since January 2019, and before that through Argent Retirement Plan Advisors and Merrill Lynch Pierce Fenner & Smith.
- Parallel Advisors, LLCCurrent– present · 8 yearsDallas, TX · Adviser representative · Firm CRD 140800
- Argent Retirement Plan Advisors, LLC– · 5 yearsOklahoma City, OK · Adviser representative · Firm CRD 165031
- Merrill Lynch Pierce Fenner & Smith Inc.– · 2 yearsOklahoma City, OK · Adviser representative · Firm CRD 7691
- Passed Series 7 and Series 66 · 2000
Registrations and exams
Matthew McGuire is registered as an investment adviser representative in Oklahoma and Texas and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Oklahoma | Investment adviser representative | Approved | 18 January 2019 |
| Texas | Investment adviser representative | Approved | 21 December 2021 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 March 2000 |
| Series 7 | General Securities Representative Examination | 8 March 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Adviser record
- Full name
- Matthew Robert McGuire
- CRD
- 4092184
- Registered in
- Oklahoma, Texas
- Office
- 5910 N. Central Expy., Suite 1875, Dallas, TX 75206
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Matthew McGuire work?
Matthew McGuire is an investment adviser representative registered through Parallel Advisors, LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Matthew McGuire a financial advisor?
Yes. Matthew McGuire is registered as an investment adviser representative in Oklahoma and Texas, through Parallel Advisors since January 2019, as of 14 October 2026.
How many years of experience does Matthew McGuire have?
Matthew McGuire has worked in the financial industry for 14 years as of 14 October 2026, counted from 14 February 2012, across 3 adviser firms.
What exams has Matthew McGuire passed?
Matthew McGuire has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2000.
Where did Matthew McGuire work before Parallel Advisors?
Before Parallel Advisors, Matthew McGuire was registered through Argent Retirement Plan Advisors, LLC, March 2014 to January 2019; Merrill Lynch Pierce Fenner & Smith Inc., May 2000 to June 2002.
Where is Matthew McGuire based?
Matthew McGuire’s registered office is in Dallas, TX.
Leadership at Parallel Advisors
Jerry RendicChief Executive Officer
Diane GabianelliChief Financial Officer
Sangeetha SrinivasanChief Compliance Officer- Daniel HaspelElected Manager
Jacob SchuttChief Wealth Officer