Unclaimed Profile

Wayne Joseph Archambo

MONARCH PARTNERS ASSET MANAGEMENT LLC·BOSTON, Massachusetts

Series 65Clean record6 years registeredMONARCH PARTNERS ASSET MANAGEMENT LLC

77 SLEEPER STREET, BOSTON, MA 02210CRD# 1063436Firm CRD# 152727

Profile Verification

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

Identity

Wayne Joseph Archambo · BOSTON, MA

Registration

CRD #1063436 · MONARCH PARTNERS ASSET MANAGEMENT LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONARCH PARTNERS ASSET MANAGEMENT LLC

MONARCH PARTNERS ASSET MANAGEMENT LLC

Nov 2019 – May 2023

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 21, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONARCH PARTNERS ASSET MANAGEMENT LLC

CRD 152727 · SEC 801-71007

AUM

$346M

Regulatory assets under management

Employees

15 client accounts

Services offered by MONARCH PARTNERS ASSET MANAGEMENT LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at MONARCH PARTNERS ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Wayne Joseph Archambo offer?

Wayne Joseph Archambo specializes in Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Wayne Joseph Archambo's credentials?

Wayne Joseph Archambo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wayne Joseph Archambo located?

Wayne Joseph Archambo is based in BOSTON, Massachusetts, last registered with MONARCH PARTNERS ASSET MANAGEMENT LLC.

How does Wayne Joseph Archambo charge for services?

Wayne Joseph Archambo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONARCH PARTNERS ASSET MANAGEMENT LLC?

MONARCH PARTNERS ASSET MANAGEMENT LLC has approximately 7 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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