Sara Aloni (CRD# 5514854) is an Investment Advisor Representative working at Mwm Group LLC in Cedarhurst, NY and has over 8 years of experience in the finance industry.
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwm Group | Hewlett, NY | Nov 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2015 - Current | 8 |
| Torah Academy For Girls High School | Far Rockaway, NY | Sep 2009 - Oct 2015 | 6 |
| Hd Vest Investment Services | Woodmere, NY | May 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NY
-
Total Assets Under Management244MILLIONS
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Total Number of Accounts790ACCOUNTS
-
Average Account Value$309,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MD, NJ, NY
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