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MA

Maria Alvarez

MBM WEALTH CONSULTANTS
CHESTERFIELD, MO 63017
Some features on this profile are disabled
CRD#: 6372417
MA

Professional summary

Maria Alvarez, who also goes by Maria T Alvarez, is a registered financial advisor currently at MBM WEALTH CONSULTANTS, LLC located in Chesterfield, Missouri.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Maria has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maria T Alvarez

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 Maria Alvarez's CRS (Customer Relationship Summary).
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

December 15, 2022 - Present

MBM WEALTH CONSULTANTS, LLC

Office #1: 16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017
RIA
CRD#: 169091
CHESTERFIELD, MO
Past

January 30, 2015 - December 14, 2022

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Chesterfield, MO
Past

December 9, 2014 - December 14, 2022

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Chesterfield, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MBM WEALTH CONSULTANTS, LLC
MBM WEALTH CONSULTANTS, LLC | ZANTRILLION WEALTH ADVISORS, LLC

CRD#: 169091 / SEC#: 801-112994

RIA
Registered Investment Advisory firm - (4/27/2018 Approved)
Missouri
Registered Investment Advisory firm - (5/10/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/10/2018 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Missouri
(12/15/2022)
IAR
Texas
(8/29/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/2/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/9/2014
General Securities Representative Examination

Current Firm

MW
MBM WEALTH CONSULTANTS, LLC
MBM WEALTH CONSULTANTS, LLC | ZANTRILLION WEALTH ADVISORS, LLC

CRD#: 169091 / SEC#: 801-112994

RIA
Registered Investment Advisory firm - (4/27/2018 Approved)
Missouri
Registered Investment Advisory firm - (5/10/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/10/2018 Terminated)
PREMIUM
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Contact information

Main Address
16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017
Mailing Address
Phone number
(636) 274-6262
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MBM 2025 ANNUAL DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,542
AUM (Assets Under Management)$ 417,890,470

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report
08/28/2024
Cover Page
Report
10/25/2023
Cover Page
Report

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.

Company Information

MBM WEALTH CONSULTANTS, LLC

CRD#: 169091Chesterfield, MO 63017

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