Unclaimed Profile

Sheila Edith Alt

MONTEREY PRIVATE WEALTH, INC.·MONTEREY, California

Clean recordMONTEREY PRIVATE WEALTH, INC.

2340 GARDEN ROAD, MONTEREY, CA 93940CRD# 4783556Firm CRD# 114572

Profile Verification

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

Identity

Sheila Edith Alt · MONTEREY, CA

Registration

CRD #4783556 · MONTEREY PRIVATE WEALTH, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sheila Edith Alt is a registered financial advisor based in MONTEREY, California, affiliated with MONTEREY PRIVATE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MONTEREY PRIVATE WEALTH, INC.

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MONTEREY PRIVATE WEALTH, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Regulatory

SEC/IARD CRD# 4783556

Firm CRD# 114572

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sheila Edith Alt offer?

Sheila Edith Alt specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.

What are Sheila Edith Alt's credentials?

Sheila Edith Alt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheila Edith Alt located?

Sheila Edith Alt is based in MONTEREY, California, working with MONTEREY PRIVATE WEALTH, INC.. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.

How does Sheila Edith Alt charge for services?

Sheila Edith Alt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTEREY PRIVATE WEALTH, INC.?

MONTEREY PRIVATE WEALTH, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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