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John Peter Mcglaughlin

MY WEALTH MANAGEMENT, INC.·GAITHERSBURG, Maryland
Clean recordMY WEALTH MANAGEMENT, INC.
814 W. DIAMOND AVE., GAITHERSBURG, MD 20878CRD# 327751Firm CRD# 168566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Peter Mcglaughlin · GAITHERSBURG, MD
Registration
CRD #327751 · MY WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Peter Mcglaughlin is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with MY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MY WEALTH MANAGEMENT, INC.
MY WEALTH MANAGEMENT, INC
AUM
$152M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MY WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 327751
Firm CRD# 168566
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Peter Mcglaughlin offer?
John Peter Mcglaughlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are John Peter Mcglaughlin's credentials?
John Peter Mcglaughlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Peter Mcglaughlin located?
John Peter Mcglaughlin is based in GAITHERSBURG, Maryland, working with MY WEALTH MANAGEMENT, INC.. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does John Peter Mcglaughlin charge for services?
John Peter Mcglaughlin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MY WEALTH MANAGEMENT, INC.?
MY WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MY WEALTH MANAGEMENT, INC.

Jeffrey Wayne Yeakle
GERMANTOWN, MD
Melissa Lynn Price
GERMANTOWN, MD

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