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Current Employers
Manhattan Wealth Management Group

370 Lexington Avenue Suite 1512, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-02
  • NY RA
    APPROVED
    Since 2026-02-02

Branch Locations

370 Lexington Avenue Suite 1512, New York, NY 10017 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc New York NY 03/2010 Present
Mpwm Advisory Solutions, Llc New York NY 01/2021 01/2026
Manhattan Wealth Management Group New York NY 03/2010 Present
Mwmg Advisors, Llc New York NY 08/2025 Present
Previous Registrations
Other Businesses

(1) 02/23/2010: MANHATTAN WEALTH MANAGEMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 04/18/2012: WMG FINANCIAL ADVISORS - Business Entity For Tax/Investment Purposes Only - Investment Related - NO TIME SPENT - CHANGE FROM A SOLE PROP TO AN LLC FOR TAX/LEGAL PURPOSES (3) 10/25/2013 - No Business Name - Investment Related - Non-Variable Insurance - Time Spent 1% (4) 02/19/2026 - MWMG Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/05/2025 - 160 Hours Per Month/During Trading - I provide investment advisory services through MWMG Advisors, Inc., an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-24
  • S66 Uniform Combined State Law Examination
    2001-09-24

View on SEC IAPD

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