Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
13yrs
Patrick McGuiness
Financial advisor at TD Private Client Wealth
Patrick McGuiness has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Boston, Massachusetts. Patrick has been with TD Private Client Wealth since 2023; before that, Patrick spent six years at Citizens Securities and a year at Merrill. TD Private Client Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 62% of advisors at TD Private Client Wealth
Office200 State Street, 10th Floor, Boston, MA 02109
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowTD Private Client Wealth LLCCurrent firm
- 2017 – 2022Citizens Securities, Inc.Previously
- Apr 2016 – Apr 2017MerrillPreviously
- 2014 – 2016Edward JonesPreviously
Contact Patrick
200 State Street, 10th FloorBoston, MA 02109Office · Get directions Firm main line(877) 703-9896Headquarters: TD Private Client Wealth · New York, NY
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call TD Private Client Wealth at (877) 703-9896 and ask for Patrick McGuiness. Patrick works from the Boston, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2013, about 13 years. More experience than 62% of advisors at TD Private Client Wealth.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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