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Lee Christopher Mcgowan

MONUMENT GROUP WEALTH ADVISORS, LLC·CONCORD, Massachusetts
Series 7, Series 63, Series 65Clean record21 years registeredMONUMENT GROUP WEALTH ADVISORS, LLC
801 MAIN STREET, CONCORD, MA 01742CRD# 3070341Firm CRD# 111908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Christopher Mcgowan · CONCORD, MA
Registration
CRD #3070341 · MONUMENT GROUP WEALTH ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

MONUMENT GROUP WEALTH ADVISORS, LLC
Oct 2010 – present
TFC FINANCIAL MANAGEMENT INC
Feb 2005 – Oct 2010
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 9, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONUMENT GROUP WEALTH ADVISORS, LLC
CRD 111908 · SEC 801-60480
AUM
$536M
Regulatory assets under management
Employees
6
625 client accounts
Services offered by MONUMENT GROUP WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MONUMENT GROUP WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lee Christopher Mcgowan offer?
Lee Christopher Mcgowan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Lee Christopher Mcgowan's credentials?
Lee Christopher Mcgowan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Christopher Mcgowan located?
Lee Christopher Mcgowan is based in CONCORD, Massachusetts, working with MONUMENT GROUP WEALTH ADVISORS, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Lee Christopher Mcgowan charge for services?
Lee Christopher Mcgowan'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 MONUMENT GROUP WEALTH ADVISORS, LLC?
MONUMENT GROUP WEALTH ADVISORS, LLC has approximately 6 employees and manages $536M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONUMENT GROUP WEALTH ADVISORS, LLC

Byron Ewart Woodman
CONCORD, MA

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