Financial ADVSR advisor directory · SEC adviser records
Monarch Wealth Strategies financial advisors in Los Angeles, CA
Every SEC-registered investment adviser representative at a Monarch Wealth Strategies office in Los Angeles, A to Z.
The short answer
4 registered advisors work at Monarch Wealth Strategies in Los Angeles, out of 8 at the firm nationwide; it ranks number 81 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Monarch Wealth Strategies advisors in Los Angeles, A to Z
Every Monarch Wealth Strategies advisor →- Fatemeh AshouriInvestment adviser rep
- Aaron J. ClarkCertified Financial Planner
- Grant S. ColinInvestment adviser rep
- Nga Y. HoInvestment adviser rep
Monarch Wealth Strategies advisors in every city and state →Monarch Wealth Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →
Monarch Wealth Strategies advisors in other cities
Other firms in Los Angeles
All Los Angeles advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 341J.P. Morgan Securities LLC 308Capital Client Group, Inc. 288Morgan Stanley 199Lido 186UBS Financial Services Inc. 137Wells Fargo Clearing Services, LLC 127Rockefeller Financial LLC 98Seia 71Capital Group Private Client Services, Inc. 70MML Investors Services, LLC 58Strategic Advisers LLC 55
Questions
How many financial advisors does Monarch Wealth Strategies have in Los Angeles?
4 investment adviser representatives are registered at Monarch Wealth Strategies offices in Los Angeles, California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Monarch Wealth Strategies one of the largest advisor employers in Los Angeles?
Monarch Wealth Strategies ranks number 81 in Los Angeles by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 341.
How do I check a Monarch Wealth Strategies advisor in Los Angeles?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Monarch Wealth Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.