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President and Chief Compliance Officer · Monetary Solutions, LTD.

Brian J. Walker

CRD 6437209 · Named on Form ADV at one SEC-registered adviser

At a glance

Monetary Solutions, LTD., an SEC-registered wealth manager based in Dayton, OH with $140 million in regulatory assets, lists Brian J. Walker on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Monetary Solutions, LTD.President and Chief Compliance OfficerWealth manager · Dayton, OH · $140M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.