AdvisorOS Directory
Claim Profile
Unclaimed Profile
SM

Stephen Paul Monthie

EXCLUSIVE RESOURCE MANAGEMENT LLC·LATHAM, New York
SIEClean record4 years registeredEXCLUSIVE RESOURCE MANAGEMENT LLC
623 NEW LOUDON ROAD, LATHAM, NY 12110CRD# 7518764Firm CRD# 321076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Paul Monthie · LATHAM, NY
Registration
CRD #7518764 · EXCLUSIVE RESOURCE MANAGEMENT LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

MONTHIE WEALTH ADVISORS
Jul 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Registration record
First registered · July 23, 2022
Years registered · 4
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 →
Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LATHAM?

Browse all registered financial advisors in LATHAM, New York or claim this profile if it's yours.

Browse LATHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephen Paul Monthie offer?
Stephen Paul Monthie specializes in Financial Planning, Investment Management. Contact their office in LATHAM, New York for a consultation.
What are Stephen Paul Monthie's credentials?
Stephen Paul Monthie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Paul Monthie located?
Stephen Paul 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 Stephen Paul Monthie charge for services?
Stephen Paul 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EXCLUSIVE RESOURCE MANAGEMENT LLC

Phillip Joseph Monthie
LATHAM, NY

More Advisors in LATHAM, New York

Timothy Patrick Graney
GRANEY & KING, LLC·LATHAM, NY
CFP
Edward James King
GRANEY & KING, LLC·LATHAM, NY
CFP
Jeffrey Scott Bennett
DIRECT ADVISORS, LLC·LATHAM, NY
Michael Sean Ryan
MICHAEL S RYAN, INC.·LATHAM, NY
CFP
Robert Allen Canterbury
AFFINITY BST ADVISORS, LLC·LATHAM, NY
Thomas Michael Santabarbara
DIRECT ADVISORS, LLC·LATHAM, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile