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Carl George Monson

STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.·TALLAHASSEE, Florida
Series 7Series 66Series 63
Unclaimed Profile
1615 VILLAGE SQUARE BLVD., SU THREE, TALLAHASSEE, FL 32309CRD# 1320211Firm CRD# 141186
01

About

Carl George Monson is a registered financial advisor based in TALLAHASSEE, Florida, affiliated with STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.
STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1320211
Firm CRD# 141186
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carl George Monson offer?
Carl George Monson specializes in Investment Management, Wealth Management. Contact their office in TALLAHASSEE, Florida for a consultation.
What are Carl George Monson's credentials?
Carl George Monson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl George Monson located?
Carl George Monson is based in TALLAHASSEE, Florida, working with STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.
How does Carl George Monson charge for services?
Carl George Monson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.?
STRATEGIC WEALTH MANAGEMENT ADVISORS, INC. has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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