Unclaimed Profile

Aaron Munk

MWM GROUP LLC·HEWLETT, New York

SIE, Series 7, Series 31, Series 63, Series 65CFPClean record28 years registeredMWM GROUP LLC

1135 RAILROAD AVENUE, HEWLETT, NY 11557-2307CRD# 2421452Firm CRD# 164123

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Munk · HEWLETT, NY

Registration

CRD #2421452 · MWM GROUP LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MWM GROUP LLC

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Nov 1997 – Jan 2005

BAYSIDE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · November 7, 1997

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MWM GROUP LLC

CRD 164123 · SEC 801-76661

AUM

$306M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Aaron Munk offer?

Aaron Munk specializes in Financial Planning, Investment Management.

What are Aaron Munk's credentials?

Aaron Munk holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron Munk located?

Aaron Munk is based in HEWLETT, New York, last registered with MWM GROUP LLC.

How does Aaron Munk charge for services?

Aaron Munk'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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