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Scott Ryan Monk

CHARIS LEGACY PARTNERS, LLC·BRYAN, Texas
Clean recordCHARIS LEGACY PARTNERS, LLC
1716 BRIARCREST DR, BRYAN, TX 77802CRD# 6427211Firm CRD# 311968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Ryan Monk · BRYAN, TX
Registration
CRD #6427211 · CHARIS LEGACY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Ryan Monk is a registered financial advisor based in BRYAN, Texas, affiliated with CHARIS LEGACY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CHARIS LEGACY PARTNERS, LLC
CHARIS LEGACY PARTNERS
AUM
$102M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHARIS LEGACY PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6427211
Firm CRD# 311968
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Ryan Monk offer?
Scott Ryan Monk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRYAN, Texas for a consultation.
What are Scott Ryan Monk's credentials?
Scott Ryan Monk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Ryan Monk located?
Scott Ryan Monk is based in BRYAN, Texas, working with CHARIS LEGACY PARTNERS, LLC. Their office serves clients in the BRYAN metropolitan area and surrounding communities.
How does Scott Ryan Monk charge for services?
Scott Ryan Monk's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARIS LEGACY PARTNERS, LLC?
CHARIS LEGACY PARTNERS, LLC has approximately 1 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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