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Jack Giacomo Monopoli

THINKEQUITY LLC·SAN FRANCISCO, California
SIE, Series 3, Series 6, Series 7, Series 24, Series 55, Series 57TO, Series 63THINKEQUITY LLC
600 MONTGOMERY STREET, SAN FRANCISCO, CA 94111CRD# 1718078Firm CRD# 44274

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jack Giacomo Monopoli · SAN FRANCISCO, CA
Registration
CRD #1718078 · THINKEQUITY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 6
Series 7
Series 24
Series 55
Series 57TO
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
THINKEQUITY LLC
CRD 44274 · SEC 801-63835
AUM
$172M
Regulatory assets under management
Employees
51
416 client accounts
Services offered by THINKEQUITY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THINKEQUITY LLC →
Introduction

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04

Frequently Asked Questions

What services does Jack Giacomo Monopoli offer?
Jack Giacomo Monopoli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jack Giacomo Monopoli's credentials?
Jack Giacomo Monopoli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack Giacomo Monopoli located?
Jack Giacomo Monopoli is based in SAN FRANCISCO, California, working with THINKEQUITY LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jack Giacomo Monopoli charge for services?
Jack Giacomo Monopoli's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THINKEQUITY LLC?
THINKEQUITY LLC has approximately 51 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THINKEQUITY LLC

Douglas Ronald Gonsalves
SAN FRANCISCO, CA
David Andrew Weitgenant
SAN FRANCISCO, CA
Philip Murray Johnston
SAN FRANCISCO, CA

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