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Nicole Marie Mc Guire

Advisor at Cetera — Acushnet, MA

Updated today

Credentials

Series 66

Experience

3 years

Location

Acushnet, MA

Cetera logo

Cetera

Institution

Total advisors

10,167

Across 5,099 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Nicole Mc Guire is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She is the practice manager at Augustine & Johnson Financial Consultants and is a member of the One Southcoast Chamber, a local business networking group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Acushnet, MA

Acushnet MA

Advisors at this office

1

Most active in

Massachusetts · Minnesota · Texas

Work history

3 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Augustine & Johnson Financial Consultants

2023 - Present • 3 years

Minneapolis, MN

Cetera Wealth Services, LLC

2023 - Present • 3 years

Minneapolis, MN

North Star Resource Group

2023 - Present • 3 years

Minneapolis, MN

Securian Financial Services

2023 - 2023 • 1 year

Saint Paul, MN

Securian Financial Services

2019 - 2023 • 4 years

Saint Paul, MN

North Star Resource Group

2019 - 2023 • 4 years

Minneapolis, MN

Nanny - Privately employed by family

2019 - 2019 • 1 year

Wimberley, TX

Wimberley Independent School District

2019 - 2019 • 1 year

Wimberley, TX

Dripping Springs Independent School District

2019 - 2019 • 1 year

Dripping Springs, TX

N/A - Self Employed - Favor

2018 - 2019 • 1 year

Wimberley, TX

Texas A&M University Writing Center

2015 - 2018 • 3 years

College Station, TX

Texas A&M University

2013 - 2017 • 4 years

College Station, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Earle J

Series 65

Westport, MA

Boselah Investments

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Abel P

Series 63, Series 65

Taunton, MA

Pizarro Advisors

Abel Pizarro Jr. is a financial advisor at Pizarro Advisors in Taunton, MA, holding Series 63 and Series 65 licenses with 2 years of industry experience. His prior work includes roles at New Leaf, PFS Investments Inc., Primerica Financial Services, and other firms. Outside of his advisory work, he has a minority private-equity interest in a cannabis dispensary. Pizarro Advisors provides financial planning, business consulting, and wealth management services to individuals, companies, investment companies, and other advisers. The firm’s investment approach centers on asset allocation based on fundamental and macroeconomic analysis, combined with client-specific factors such as risk tolerance and tax considerations.

Real estate investing Options & derivatives strategies Tax strategies for small businesses General retirement planning Gen Z (Born 1996-2010)
user avatar

Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Active portfolio management
user avatar

Mark N

Series 63, Series 65

Fall River, MA

Southcoast Advisory Group, Inc.

Mark Nassiff Jr. is the sole advisor at Southcoast Advisory Group, Inc. in Fall River, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has managed Southcoast Advisory Group since 2012 and has operated Nassiff Financial since 2007. Outside of advisory services, he is also involved in real estate sales and insurance. Southcoast Advisory Group provides investment supervisory services to individual clients, creating customized Investment Policy Statements and recommending diversified portfolios. The firm employs fundamental analysis and both long- and short-term trading strategies, while allowing clients to direct brokerage and retaining no discretionary trading authority.

Real estate investing
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Andrew M

Series 63, Series 66

Wareham, MA

First Due Financial LLC

Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.

Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
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Michael P

Series 63, Series 65

Marion, MA

Pierre & Company LLC

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, Massachusetts. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including seven years at Anchor Capital Advisors LLC prior to founding his current firm. Pierre & Company LLC provides separately managed portfolio services primarily to individual clients, with a subset of institutional accounts. The firm employs a long-only, low-turnover investment approach that combines broad index exposure with fundamental stock selection across all market capitalizations, and it also offers treasury-management advisory services.

Private / alternative investments Passive / index investing Active portfolio management
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