Maria Alvarez
Investment adviser representative at Mbm Wealth Consultants, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$476.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Mbm Wealth Consultants, LLCDec 2022 to now
- MML Investors Services, LLCAug 2014 to Dec 2022
- Mass Mutual Life Insurance CompanyJul 2014 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Mbm Wealth Consultants, LLC
$476.7MAssets managed
642Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6372417
- Firm CRD
- 169091