Peter H. Mcglynn

RENEW FAMILY WEALTH

New York, NY 10105

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CRD#: 2177434

Professional summary

Peter Harward Mcglynn, who also goes by Peter Harward Mcglynn, is a registered financial advisor currently at RENEW FAMILY WEALTH located in New York, New York and THIRD SEVEN CAPITAL LLC located in Greenwich, Connecticut.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Peter has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Harward Mcglynn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.)Third Seven Capital, LLC, investment related, New York, NY, Broker Dealer, Registered Representative, Start Date 03/2018, approximately 160 hours per month with all hours devoted during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Harward Mcglynn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 14, 2021 - Present

RENEW FAMILY WEALTH

Office #1: 1345 Avenue Of The Americas, New York, NY 10105

RIA

CRD#: 298618

New York, NY

Current

March 8, 2018 - Present

THIRD SEVEN CAPITAL LLC

Office #1: 67 Holly Hill Lane Suite 300c, Greenwich, CT 06830

CRD#: 160209

GREENWICH, CT

Past

October 11, 2017 - December 11, 2019

THIRD SEVEN ADVISORS, LLC

RIA

CRD#: 285974

NEW YORK, NY

Past

June 2, 2005 - February 22, 2008

NUNAMI SERVICES, LLC.

CRD#: 133837

DENVER, CO

Past

April 6, 2004 - June 14, 2017

MCGLYNN ADVISORS

RIA

CRD#: 129713

DENVER, CO

Past

October 4, 2002 - January 27, 2003

BROKERAGEAMERICA, LLC

CRD#: 47966

NEW YORK, NY

Past

March 17, 1999 - May 10, 2002

ELECTRONIC TRADING GROUP, LLC

CRD#: 37453

NEW YORK, NY

Past

February 23, 1998 - March 17, 1999

HANIFEN, IMHOFF INC.

CRD#: 44469

DENVER, CO

Past

January 22, 1992 - February 23, 1998

HANIFEN, IMHOFF INC.

CRD#: 2126

DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(1/20/2022)

Florida
(1/21/2022)

New York
(5/25/2018)

IAR

New York
(9/14/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/4/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/14/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 3/30/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 1/20/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/15/2022

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

RENEW FAMILY WEALTH

RENEW FAMILY WEALTH | RENEW FAMILY WEALTH LLC

CRD#: 298618 / SEC#:

Florida

Registered Investment Advisory firm - (12/20/2018 Approved)

Louisiana

Registered Investment Advisory firm - (1/14/2019 Approved)

New York

Registered Investment Advisory firm - (9/10/2021 Approved)

Texas

Registered Investment Advisory firm - (3/11/2021 Conditional Restricted)

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Contact information

Main Address

1 S. Coastal Way Unit 104, Jupiter, FL 33477

Mailing Address

Phone number

(561) 406-2146

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 93,872,820

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter H. Mcglynn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Harward Mcglynn's CRS (Customer Relationship Summary).

Certified licenses

Experience

THIRD SEVEN CAPITAL LLC

THIRD SEVEN ADVISORS, LLC

NUNAMI SERVICES, LLC.

MCGLYNN ADVISORS

BROKERAGEAMERICA, LLC

ELECTRONIC TRADING GROUP, LLC

HANIFEN, IMHOFF INC.

HANIFEN, IMHOFF INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/4/2018

Series 66

Date: 1/14/2004

SIE

Date: 10/1/2018

Series 55

Date: 3/30/2000

Series 7

Date: 1/20/1992

Series 24

Date: 4/15/2022

FINRA

Current Firm

RENEW FAMILY WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RENEW FAMILY WEALTH

TRUST BUT VERIFY

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