Peter McGlynnCRD 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.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|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|
Total Assets Under Management29MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$235,705
- 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, LA, NY, TX
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