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Sara Nmn Glaz

MWM GROUP LLC·CEDARHURST, New York
SIE, Series 7, Series 63, Series 66Clean record4 years registeredMWM GROUP LLC
335 WASHINGTON AVE, CEDARHURST, NY 11516CRD# 5514854Firm CRD# 164123

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sara Nmn Glaz · CEDARHURST, NY
Registration
CRD #5514854 · MWM GROUP LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

MWM GROUP LLC
Dec 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · December 1, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MWM GROUP LLC
CRD 164123 · SEC 801-76661
AUM
$306M
Regulatory assets under management
Employees
4
986 client accounts
Services offered by MWM GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MWM GROUP LLC →
Introduction

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05

Frequently Asked Questions

What services does Sara Nmn Glaz offer?
Sara Nmn Glaz specializes in Financial Planning, Investment Management. Contact their office in CEDARHURST, New York for a consultation.
What are Sara Nmn Glaz's credentials?
Sara Nmn Glaz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Nmn Glaz located?
Sara Nmn Glaz is based in CEDARHURST, New York, working with MWM GROUP LLC. Their office serves clients in the CEDARHURST metropolitan area and surrounding communities.
How does Sara Nmn Glaz charge for services?
Sara Nmn Glaz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MWM GROUP LLC?
MWM GROUP LLC has approximately 4 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MWM GROUP LLC

Aaron Munk
HEWLETT, NY
CFP
Nathan Shalom Munk
HEWLETT, NY
Jeremy Nmn Jakobovits
CEDARHURST, NY

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