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Scott Ryan Monk

CHARIS LEGACY PARTNERS, LLC·BRYAN, Texas
SIE, Series 7, Series 24, Series 63CFPCFAClean record8 years registeredCHARIS 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 · 8 years registered
Brand Profile
Not yet started
01

Career History

CHARIS LEGACY PARTNERS
Feb 2021 – present
VANGUARD ADVISERS, INC.
Aug 2017 – Feb 2021
Scottsdale, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · August 22, 2017
Years registered · 8
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHARIS LEGACY PARTNERS, LLC
CRD 311968 · SEC 801-131532
AUM
$102M
Regulatory assets under management
Employees
1
193 client accounts
Services offered by CHARIS LEGACY PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHARIS LEGACY PARTNERS, LLC →
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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 holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
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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