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Sara Nmn Glaz

MWM Group LLC

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About Sara Nmn Glaz

Sara Glaz is an investment advisor representative with MWM Group LLC, with an office in Cedarhurst, NY. Sara has over 7 years of experience in the financial services industry. Sara is registered with the state of New York and holds the Series 63, 66 and 7 licenses. Sara specializes in providing financial planning and investment advice to individuals, families, and businesses. She has experience working with clients of all ages and income levels. Sara is committed to providing her clients with personalized financial advice that meets their individual needs. Prior to joining MWM Group LLC, Sara worked at Purshe Kaplan Sterling Investments and HD Vest Investment Services.

Firm Information

Sara Glaz is currently registered with MWM Group LLC. MWM Group LLC is an investment advisor registered with the SEC and located in CEDARHURST, NY. The firm has 3 licensed agents, 1 investment advisor representative, and 3 registered representatives. MWM Group LLC manages approximately $306,266,048 in assets for 986 clients, primarily individuals, corporations, and institutions. The firm offers financial planning, pension consulting, portfolio management for individuals, and selection of other advisers.
MWM Group LLC

335 WASHINGTON AVE

CEDARHURST, NY 11516

$306.27M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sara Glaz’s Registration & Firm History

NY

12/01/2021 - Present

MWM Group LLC (CEDARHURST NY)

NY

11/23/2015 - 12/31/2022

PURSHE KAPLAN STERLING INVESTMENTS (Cedarhurst NY)

TX

08/10/2015 - 11/17/2015

HD VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BOTH

Issued 12/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sara Nmn Glaz.
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