Investment adviser representative · Monument Wealth Management
Bianca S. San
CRD 6978728 · Alexandria, VA
At a glance
Bianca S. San is an investment adviser representative with Monument Wealth Management in Alexandria, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bianca’s SEC record dates to 2021, about 4 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Monument Wealth ManagementSince July 2025Alexandria, VA · $648M in regulatory assets
SEC adviser record
- Registered since
- 2021 (4 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bianca’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.