Magdalena Eberhardt

Current Employers

Employment History

• 02/2006 → 08/2025
  Galloway Asset Management, Llc
  Mesa, AZ
• 07/2008 → Present
  Galloway Asset Management Llc
  Mesa, AZ
• 08/2014 → 08/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2025 → Present
  Modern Wealth Management, Llc
  Mesa, AZ
• 11/2025 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2006-09-12 → 2008-06-27
  Cetera Advisors Llc
  Mesa, AZ
• 2005-07-15 → 2006-05-24
  The Planning Group
  Scottsdale, AZ
• 2005-07-15 → 2006-05-24
  Strategic Investment Advisors
  Scottsdale, AZ

Other Businesses

1. Modern Wealth Management, LLC., Start Date: 09/01/2025, 1138 N Alma School Rd., Ste. 201, Mesa, AZ 85201, LLC, Administrative, Director of Operations, Director of Operations for Public Safety Financial Division of Modern Wealth Management, LLC., Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Galloway Asset Management, Start Date: 02/2006, 1138 N Alma School Rd., Ste. 201, Mesa, AZ 85201, LLC, Modern Wealth Management, LLC., Chief Operations Officer, MWM acquired assets of Galloway Asset Management, LLC. My previous duties include running the operations of this RIA, The RIA is remaining open until some of the government contracts are able to be reassigned to MWM, I would continue to attend the City or Agency deferred compensation committee meetings to report on any education presentations we continue to present until the contracts are reassigned, Investment Related, 4 Hours per month, 1 Hour per day during trading hours. 3. City of Phoenix Firefighter Healthcare Trust, Start Date: 11/2023, 61 E Columbus Ave., Ste. 100, Phoenix, AZ 85012, Trust, Employee Benefit Trust Fund Board, Board Member, As a Board Member I attend quarterly meetings, we are provided with several updates from Investment Advisors, Council, and Consultants go gauge the health of the plan, including Investment update, custodial update, actuarial report, record keeping updated, and audit update, when applicable we may need to vote on changes to plan, Investment Related, 1 Hour per month, 1 Hour per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-14
• S63 Uniform Securities Agent State Law Examination
  1999-02-25

Other Names

• Nanette Noriega
• Magdalena Noriega
• Nanette Eberhardt