Financial ADVSR advisor directory · SEC adviser records
Monograph Wealth Advisors, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Monograph Wealth Advisors, LLC office in California, by city and A to Z.
The short answer
9 registered advisors work at Monograph Wealth Advisors, LLC in California, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Manhattan Beach (8). 4 list the CFP designation and 0 are also registered broker representatives.
Monograph Wealth Advisors, LLC advisors by city in California
Every firm in California →Monograph Wealth Advisors, LLC advisors in California, A to Z
Search by name →- Joseph H. ChrismanManhattan Beach · Chartered Financial Analyst
- Matthew B. HaefnerManhattan Beach · Certified Financial Planner
- Miguel V. IrazabalManhattan Beach · Certified Financial Planner
- Scott P. KochManhattan Beach
- Coco M. LorenzoManhattan Beach · Certified Financial Planner
- William J. MartinetManhattan Beach
- Alexandra M. OngManhattan Beach
- Sean M. ShannonManhattan Beach · Certified Financial Planner, Chartered Financial Analyst
- Alexander J. YaftaliManhattan Beach · Chartered Financial Analyst
Monograph Wealth Advisors, LLC advisors in every state →Monograph Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Monograph Wealth Advisors, LLC financial advisors are in California?
9 investment adviser representatives are registered at Monograph Wealth Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Monograph Wealth Advisors, LLC have the most advisors?
Manhattan Beach, with 8, then Truckee (1). Monograph Wealth Advisors, LLC has advisors in 2 cities in California.
How do I check a Monograph Wealth Advisors, LLC advisor in California?
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 Monograph Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.