Broker Check

PMWM In The News

PMWM Welcomes Edmond Sukalic

PM Wealth Management is happy to welcome Edmond Sukalic as the newest member to join our team!

Edmond comes to us from Prager Metis CPA's, LLC with more than 10 years of experience in accounting and financial services. For more information about Edmond, please check out his bio on our team page.

Tom Haggerty Earns Accredited Wealth Management Advisor Designation!

AWMA® designees have a broad knowledge of wealth management. They can effectively identify, analyze, and recommend strategies that are appropriate for your diverse needs.

AWMA® designees distinguish themselves by identifying opportunities not only in investment planning, but also by making comprehensive recommendations to meet a broad range of your financial goals—from saving for your children’s college education to reducing taxes to building a nest egg for your retirement. With all of the complex financial planning information available today, an AWMA® designee can give you knowledgeable advice on the best assets and strategies for your total financial needs.

Marc, Azim & Edmond join Luis Berruga & Global X to ring the closing bell at NASDAQ 

Photography by Nasdaq, Inc.

 

The Global X team and partners ring the closing bell at NASDAQ

Photography by Nasdaq, Inc.

Edmond, Marc & Azim join Global X to ring the closing bell at NASDAQ 

Photography by Nasdaq, Inc.

Marc Specht Once Again Recognized As One Of America's Top Next-Generation Wealth Advisors By Forbes

Click Here For The Full Article

Marc Specht Recognized as an LPL Top Advisor Again!

[NEW YORK, NY] — [February 12, 2018] — Marc Specht, an independent LPL Financial advisor at Prager Metis Wealth Management in New York, today announced his inclusion in LPL’s Chairman’s Club. This premier award is presented to less than 5% of the firm’s approximately 15,000 advisors nationwide.

“On behalf of LPL, I congratulate Marc,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Marc has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals. We thank Marc for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with support of LPL. We wish him continued success.”  

Specht has been providing financial services to clients across the country for nearly a decade. Specht provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

LPL is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice. 

About Prager Metis Wealth Management

Prager Metis Wealth Management is a full-service wealth management firm with offices in New York, New Jersey and California.

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

LPL.com / NASDAQ: LPLA

*Based on total revenues, Financial Planning magazine June 1996-2017

Securities offered through LPL Financial, member FINRA/SIPC.

Investment advice offered through Private Advisor Group, a registered investment advisor.

Private Advisor Group and Prager Metis Wealth Management are separate entities from LPL Financial.

PMWM Welcomes Adam Schachter

Prager Metis Wealth Management is proud to welcome Adam Schachter from Wells Fargo Advisors.

Adam comes to us with nearly 25 years of experience in the financial services industry, working with clients across the country and gives us expanded reach with an office in Florida.

 Private Advisor Group team members ringing the closing bell at NASDAQ 

Photography by Christopher Galluzzo / Nasdaq, Inc.

 

Marc Specht & Tom Haggerty at NASDAQ

Private Advisor Group team members outside NASDAQ headquarters in Times Square

Photography by Christopher Galluzzo / Nasdaq, Inc.

Tom Haggerty Earns Chartered Retirement Planning CounselorSM Designation!

A Chartered Retirement Planning CounselorSM or CRPC® designee can provide you with an understanding of complex pre- and post-retirement issues. From helping you maximize sources of retirement income to guiding you through investments, a CRPC® designee will effectively identify and analyze what you should do today to work towards a secure tomorrow.

A CRPC® designee can evaluate your financial status and design the optimal retirement plan for your lifestyle. Get the knowledgeable advice you need on issues such as planning for health care, asset management, beneficiary designations, income tax considerations, estate planning, and more. A CRPC® designee can even help you determine a prudent time to retire or assist you in expanding on the plans that you’ve already made.

Marc Specht Recognized As One Of America's Top Next-Generation Wealth Advisors By Forbes

Marc has been ranked #292/500 in the country and #35/55 in New York!

Click Here For The Full Article

Marc Specht Recognized As A Five Star Wealth Manager

Five Star Professional employed a rigorous research process to identify the Five Star Wealth Manager award winners in the New York City area. Award-winning professionals were carefully selected from among thousands of wealth managers for their knowledge, service and experience. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria:

1. Credentialed as a registered investment adviser or a registered investment adviser representative.

2. Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years.

3. Favorable regulatory and compliant history review.

4. Fulfilled their firm review based on internal firm standards.

5. Accepting new clients.

6. One-year client retention rate.

7. Five-year client retention rate.

8. Non-institutional discretionary and/or non-discretionary client assets administered.

9. Number of client households served.

10. Education and professional designations.

Click Here To Read The Article

Marc Specht Recognized by LPL Financial as a Top Financial Advisor

New York, NY — February 16, 2017 — Marc Specht, an independent LPL Financial advisor at Prager Metis Wealth Management in New York City, today announced that he was recognized as a top LPL Financial advisor and named to LPL’s Patriot’s Club. This premier award is presented to less than 8% of the firm’s approximately 14,000 advisors nationwide.

“On behalf of LPL, I applaud Marc for earning this distinction and thank him for the contributions he has made to his clients, LPL and the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Marc’s success is reflective of the value he has created with his clients by delivering independent financial advice and a robust service offering to help them work toward their financial goals. We are proud to support Marc and wish him continued success.”  

Specht has been providing financial services to clients across the country for nearly a decade. Specht provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

Specht is an LPL Financial-affiliated advisor. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.

About LPL Financial

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to $509 billion in advisory and brokerage assets as of December 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of December 31, 2016. LPL also supports approximately 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.