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Barbara Eileen Sacharow

Modern Wealth Management, LLC

Plantation, FL

Kansas City, MO

Sunrise, FL

CRD 4923423

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Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-24
  • FL RA
    APPROVED
    Since 2026-03-24

Branch Locations

1250 S Pine Island Road Suite 350, Plantation, FL 33324 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Sunrise, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Plantation FL 09/2010 03/2026
Lwm Advisory Services, Llc Plantation FL 08/2014 Present
Modern Wealth Management, Llc Plantation FL 03/2025 Present
Previous Registrations
Other Businesses

(1) 04/23/13 - FOR ACCOUNTING PURPOSES ONLY - THE WOLF CRY, INC. - FOR ACCOUNTING PURPOSES ONLY; NOT HELD OUT TO THE PUBLIC - PLANTATION, FL

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-04
  • S66 Uniform Combined State Law Examination
    2005-05-04
Other Names
  • Neelie Sacharow
  • Neelie B. Sacharow
  • Neelie Penton
  • Barbara Eileen Penton
  • Barbara Neelie Sacharow
  • Barbara Neelie Penton

View on SEC IAPD

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