Unclaimed Profile

Monica Sue Sonnier

TOWNSQUARE CAPITAL, LLC·PROVO, Utah

SIE, Series 7, Series 24, Series 28, Series 52, Series 53, Series 63, Series 65CFAClean record10 years registeredTOWNSQUARE CAPITAL, LLC

5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 2949961Firm CRD# 288576

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Monica Sue Sonnier · PROVO, UT

Registration

CRD #2949961 · TOWNSQUARE CAPITAL, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TOWNSQUARE CAPITAL, LLC

TOWNSQUARE CAPITAL, LLC

Oct 2017 – Aug 2025

LEHI, UT

ALLEGIS INVESTMENT ADVISORS, LLC

Mar 2016 – Oct 2017

south jordan, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 52

Series 53

Series 63

Series 65

Registration record

First registered · March 14, 2016

Years registered · 10

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWNSQUARE CAPITAL, LLC

CRD 288576 · SEC 801-110591

AUM

$8.8B

Regulatory assets under management

Employees

33,539 client accounts

Services offered by TOWNSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TOWNSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Monica Sue Sonnier offer?

Monica Sue Sonnier specializes in Investment Management, Retirement Planning, Wealth Management.

What are Monica Sue Sonnier's credentials?

Monica Sue Sonnier holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Monica Sue Sonnier located?

Monica Sue Sonnier is based in PROVO, Utah, last registered with TOWNSQUARE CAPITAL, LLC.

How does Monica Sue Sonnier charge for services?

Monica Sue Sonnier's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOWNSQUARE CAPITAL, LLC?

TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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