Unclaimed Profile

Timothy Stuart Mickey

MONUMENT ADVISORY GROUP, LLC·ALEXANDRIA, Virginia

SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOCFP27 years registeredMONUMENT ADVISORY GROUP, LLC

1701 DUKE STREET, ALEXANDRIA, VA 22314CRD# 1028056Firm CRD# 159882

Profile Verification

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

Identity

Timothy Stuart Mickey · ALEXANDRIA, VA

Registration

CRD #1028056 · MONUMENT ADVISORY GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

AVISO WEALTH MANAGEMENT

Jan 2017 – present

CETERA INVESTMENT ADVISERS LLC

Nov 2020 – Oct 2023

Selinsgrove, PA

AVISO WEALTH MANAGEMENT

Jun 2013 – Dec 2016

BETHESDA, MD

FIRST ALLIED ADVISORY SERVICES, INC.

Apr 2013 – Nov 2020

WARMINSTER, PA

MONUMENT ADVISORY GROUP, LLC

Aug 2012 – Apr 2013

ALEXANDRIA, VA

LPL FINANCIAL LLC

May 2008 – Aug 2012

ALEXANDRIA, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 1999 – May 2008

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · January 21, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2000Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

Speak with Timothy

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

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

Looking for a financial advisor in ALEXANDRIA?

Browse all registered financial advisors in ALEXANDRIA, Virginia or claim this profile if it's yours.

Browse ALEXANDRIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy Stuart Mickey offer?

Timothy Stuart Mickey specializes in Financial Planning, Investment Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Timothy Stuart Mickey's credentials?

Timothy Stuart Mickey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Stuart Mickey located?

Timothy Stuart Mickey is based in ALEXANDRIA, Virginia, working with MONUMENT ADVISORY GROUP, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does Timothy Stuart Mickey charge for services?

Timothy Stuart Mickey'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 ADVISORY GROUP, LLC?

MONUMENT ADVISORY GROUP, LLC has approximately 10 employees and manages $434M 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 →