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Peter Harward Mcglynn

Renew Family Wealth

Jupiter, FL

Garden City, NY

New York, NY

CRD 2177434

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Employer firm

Renew Family Wealth CRD 298618

$105M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • GENERAL CONSULTING SERVICES

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

Current Employers
Renew Family Wealth

1 S. Coastal Way Unit 104, Jupiter, FL 33477 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-14
  • NY RA
    APPROVED
    Since 2021-09-14

Branch Locations

1 S. Coastal Way Unit 104, Jupiter, FL 33477 • United States

Garden City, NY • United States

1345 Avenue Of The Americas 33Rd Floor, New York, NY 10105 • 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
Mcglynn Advisors Denver CO 11/2003 06/2017
Third Seven Capital Advisors, Llc New York NY 06/2017 12/2019
Renew Family Wealth West Palm Beach FL 08/2021 Present
Third Seven Capital, Llc New York NY 03/2018 Present
  • 11/2003 → 06/2017
    Mcglynn Advisors
    Denver, CO
  • 06/2017 → 12/2019
    Third Seven Capital Advisors, Llc
    New York, NY
  • 08/2021 → Present
    West Palm Beach, FL
  • 03/2018 → Present
    Third Seven Capital, Llc
    New York, NY
Previous Registrations
  • 2017-10-11 → 2019-12-11
    Third Seven Advisors, Llc
    New York, NY
  • 2004-04-06 → 2017-06-14
    Mcglynn Advisors
    Denver, CO
    Denver, CO
Other Businesses

1.)Third Seven Capital, LLC, investment related, New York, NY, Broker Dealer, Registered Representative, Start Date 03/2018, approximately 160 hours per month with all hours devoted during securities trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-05-04
S66 Uniform Combined State Law Examination 2004-01-14
  • S63 Uniform Securities Agent State Law Examination
    2018-05-04
  • S66 Uniform Combined State Law Examination
    2004-01-14
Other Names
  • Peter Harward Mcglynn
  • Peter Harward Mcglynn

View on SEC IAPD

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