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Phillip Joseph Monthie

EXCLUSIVE RESOURCE MANAGEMENT LLC·LATHAM, New York
SIE, Series 7, Series 11, Series 65, Series 66Clean record3 years registeredEXCLUSIVE RESOURCE MANAGEMENT LLC
623 NEW LOUDON ROAD, LATHAM, NY 12110CRD# 6361297Firm CRD# 321076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Joseph Monthie · LATHAM, NY
Registration
CRD #6361297 · EXCLUSIVE RESOURCE MANAGEMENT LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

MONTHIE WEALTH ADVISORS
Feb 2023 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 11
Series 65
Series 66
Registration record
First registered · February 12, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EXCLUSIVE RESOURCE MANAGEMENT LLC
CRD 321076 · SEC 801-130618
AUM
$29M
Regulatory assets under management
Employees
2
152 client accounts
Services offered by EXCLUSIVE RESOURCE MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EXCLUSIVE RESOURCE MANAGEMENT LLC →
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Frequently Asked Questions

What services does Phillip Joseph Monthie offer?
Phillip Joseph Monthie specializes in Financial Planning, Investment Management. Contact their office in LATHAM, New York for a consultation.
What are Phillip Joseph Monthie's credentials?
Phillip Joseph Monthie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Joseph Monthie located?
Phillip Joseph Monthie is based in LATHAM, New York, working with EXCLUSIVE RESOURCE MANAGEMENT LLC. Their office serves clients in the LATHAM metropolitan area and surrounding communities.
How does Phillip Joseph Monthie charge for services?
Phillip Joseph Monthie'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 EXCLUSIVE RESOURCE MANAGEMENT LLC?
EXCLUSIVE RESOURCE MANAGEMENT LLC has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EXCLUSIVE RESOURCE MANAGEMENT LLC

Stephen Paul Monthie
LATHAM, NY

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