Unclaimed Profile

Coco M Lorenzo

MONOGRAPH WEALTH ADVISORS, LLC·MANHATTAN BEACH, California

SIE, Series 7, Series 66CFPClean record21 years registeredMONOGRAPH WEALTH ADVISORS, LLC

1230 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266CRD# 4598724Firm CRD# 173949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Coco M Lorenzo · MANHATTAN BEACH, CA

Registration

CRD #4598724 · MONOGRAPH WEALTH ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MONOGRAPH WEALTH ADVISORS, LLC

Apr 2022 – present

STONEMARK WEALTH MANAGEMENT

Sep 2011 – Jan 2017

PASADENA, CA

WESPAC ADVISORS, LLC

Sep 2009 – Jan 2012

PASADENA, CA

SOUTHWEST SECURITIES, INC.

Dec 2008 – Jul 2009

BEVERLY HILLS, CA

M. L. STERN & CO, LLC.

Oct 2005 – Apr 2009

BEVERLY HILLS, CA

TOWER ASSET MANAGEMENT LLC

Oct 2005 – Jul 2009

BEVERLY HILLS, CA

WELLS FARGO INVESTMENTS, LLC

Aug 2005 – Nov 2005

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 15, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONOGRAPH WEALTH ADVISORS, LLC

CRD 173949 · SEC 801-80679

AUM

$2.2B

Regulatory assets under management

Employees

954 client accounts

Services offered by MONOGRAPH WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONOGRAPH WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Coco M Lorenzo offer?

Coco M Lorenzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Coco M Lorenzo's credentials?

Coco M Lorenzo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Coco M Lorenzo located?

Coco M Lorenzo is based in MANHATTAN BEACH, California, working with MONOGRAPH WEALTH ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Coco M Lorenzo charge for services?

Coco M Lorenzo's firm is compensated through percentage of aum, subscription fees, other: custom wealth planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONOGRAPH WEALTH ADVISORS, LLC?

MONOGRAPH WEALTH ADVISORS, LLC has approximately 15 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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