Unclaimed Profile

Dean Joseph Catino

MONUMENT CAPITAL MANAGEMENT, LLC·ALEXANDRIA, Virginia

SIE, Series 7, Series 66CFPClean record19 years registeredMONUMENT CAPITAL MANAGEMENT, LLC

1940 DUKE STREET, ALEXANDRIA, VA 22314CRD# 4452905Firm CRD# 159882

Profile Verification

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

Identity

Dean Joseph Catino · ALEXANDRIA, VA

Registration

CRD #4452905 · MONUMENT CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

MONUMENT WEALTH MANAGEMENT

Aug 2012 – present

LPL FINANCIAL LLC

May 2008 – Aug 2012

ALEXANDRIA, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2007 – May 2008

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 17, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONUMENT CAPITAL MANAGEMENT, LLC

CRD 159882 · SEC 801-76802

AUM

$434M

Regulatory assets under management

Employees

826 client accounts

Services offered by MONUMENT CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONUMENT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Dean Joseph Catino offer?

Dean Joseph Catino specializes in Financial Planning, Investment Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Dean Joseph Catino's credentials?

Dean Joseph Catino holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dean Joseph Catino located?

Dean Joseph Catino is based in ALEXANDRIA, Virginia, working with MONUMENT CAPITAL MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does Dean Joseph Catino charge for services?

Dean Joseph Catino'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 MONUMENT CAPITAL MANAGEMENT, LLC?

MONUMENT CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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