Unclaimed Profile

Carl George Monson

STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.·TALLAHASSEE, Florida

Series 7, Series 63, Series 6620 years registeredSTRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

1615 VILLAGE SQUARE BLVD., SU THREE, TALLAHASSEE, FL 32309CRD# 1320211Firm CRD# 141186

Profile Verification

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

Identity

Carl George Monson · TALLAHASSEE, FL

Registration

CRD #1320211 · STRATEGIC WEALTH MANAGEMENT ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

Mar 2006 – Dec 2019

TALLAHASSEE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · March 10, 2006

Years registered · 20

Disclosure History

1992Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

CRD 141186 · SEC 801-66999

AUM

$41M

Regulatory assets under management

Employees

294 client accounts

Services offered by STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STRATEGIC WEALTH MANAGEMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Carl George Monson offer?

Carl George Monson specializes in Investment Management, Wealth Management.

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, last registered with STRATEGIC WEALTH MANAGEMENT ADVISORS, INC..

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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