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Peter H. Mcglynn

RENEW FAMILY WEALTH
New York, NY 10105
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CRD#: 2177434
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Peter Harward McglynnRENEW FAMILY WEALTH

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.

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.
The advisor shows no other business activity.

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 2nd Floor, 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
BD
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.

BD
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

BD
CRD#: 47966
NEW YORK, NY
Past

March 17, 1999 - May 10, 2002

ELECTRONIC TRADING GROUP, LLC

BD
CRD#: 37453
NEW YORK, NY
Past

February 23, 1998 - March 17, 1999

HANIFEN, IMHOFF INC.

BD
CRD#: 44469
DENVER, CO
Past

January 22, 1992 - February 23, 1998

HANIFEN, IMHOFF INC.

BD
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.
RR
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

RR
Colorado
(1/20/2022)
RR
Florida
(1/21/2022)
RR
New York
(5/25/2018)
IAR
New York
(9/14/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 5/4/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/14/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/30/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RF
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
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts162
AUM (Assets Under Management)$ 93,872,820

Red Flags


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

Company Information


RENEW FAMILY WEALTH

CRD#: 298618New York, NY 10105

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