Peter McGlynn, financial advisor West Palm Beach FL

Peter McGlynn

CRD Number: 2177434
Current Firm: Renew Family Wealth

Peter McGlynn (CRD# 2177434) is an Investment Advisor Representative working at Renew Family Wealth in West Palm Beach, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Renew Family Wealth West Palm Beach, FL Aug 2021 - Current 1
Third Seven Capital, LLC New York, NY Mar 2018 - Current 4
Third Seven Capital Advisors, LLC New York, NY Jun 2017 - Dec 2019 2
Mcglynn Advisors Denver, CO Nov 2003 - Jun 2017 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2004
S63 Uniform Securities State Law Examination May 2018
Contact Info for Peter H. McGlynn
Phone Number: (561) 406-2146
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $235,705
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, LA, NY, TX

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