AdvisorOS Directory
Claim Profile
MW

Max Scott Wasserman

MIRAMAR CAPITAL LLC·NORTHBROOK, Illinois
Unclaimed Profile
666 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 2206118Firm CRD# 290909
01

About

Max Scott Wasserman is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with MIRAMAR CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MIRAMAR CAPITAL LLC
MIRAMAR CAPITAL
AUM
$491M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MIRAMAR CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2206118
Firm CRD# 290909
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTHBROOK?

Browse all registered financial advisors in NORTHBROOK, Illinois or claim this profile if it's yours.

Browse NORTHBROOK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Max Scott Wasserman offer?
Max Scott Wasserman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Max Scott Wasserman's credentials?
Max Scott Wasserman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Max Scott Wasserman located?
Max Scott Wasserman is based in NORTHBROOK, Illinois, working with MIRAMAR CAPITAL LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Max Scott Wasserman charge for services?
Max Scott Wasserman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIRAMAR CAPITAL LLC?
MIRAMAR CAPITAL LLC has approximately 6 employees and manages $491M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NORTHBROOK
John Frederick Burnside — FREEBOARD CAPITAL, LLCSteven Emil Shebik — ALLSTATE INVESTMENT MANAGEMENT COMPANYBarry Merge Mendel — MENDEL MONEY MANAGEMENT INCBradley Adam Mendel — MENDEL MONEY MANAGEMENT INCRobert Alan Treleven — FREEBOARD CAPITAL, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile