Unclaimed Profile

Carl George Monson

STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.·TALLAHASSEE, Florida

Series 7, Series 66, Series 63STRATEGIC 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.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

AUM

$41M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1320211

Firm CRD# 141186

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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