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Nathan Munits

Longwave Financial LLC
23 Years of Experience
New York, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Nathan Munits is a registered investment advisor at Longwave Financial LLC, based in New York, NY, with 23 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Longwave Financial LLC
Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

  • Hourly consulting — $350 per hour for services provided by financial advisors
  • Simple financial plan — Flat fee of $1,500 to $3,000 based on the complexity of your situation
  • Moderate financial plan — Flat fee of $3,000 to $5,000 based on the complexity of your situation
  • Complex financial plan — Flat fee of $5,000 to $10,000 based on the complexity of your situation
One-Time Plan:$1,500 - $10,000
Hourly Rate:$350/hr
View Full SEC Brochure

Location

420 Lexington Avenue, Suite 1613, New York, NY, 10170

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nathan conducts fixed insurance sales under Longwave Financial. He is also part owner of Longwave Financial, LLC, an entity created to facilitate securities, advisory, and insurance businesses, and serves as trustee for the Longwave Financial Life and Wealth Planning 401k plan.

Employment History
Current Registrations
Longwave Financial LLC
July 2021 - Present · 5 yrs 3 mos
Commonwealth Financial Network
June 2021 - Present · 5 yrs 4 mos
Commonwealth Financial Network
November 2012 - Present · 13 yrs 11 mos
Commonwealth Financial NetworkBroker
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
October 2002 - November 2012 · 10 yrs 1 mo
Ids Life Insurance CompanyBroker
October 2002 - July 2006 · 3 yrs 9 mos
State Registrations25 states
AZCACOCTDCDEFLILINMAMEMIMONCNHNJNMNVNYOHORPATXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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