Monarch Bhatt (CRD# 7420605) is an Investment Advisor Representative working at Ascent Fintech LLC in Carol Stream, IL and has 1 year of experience in the finance industry. Monarch Bhatt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ascent Infotech LLC | Glendale Heights, IL | Jul 2021 - Current | 2 |
Ascent Fintech LLC | Glendale Heights, IL | May 2021 - Current | 2 |
Roadrunner Transportation Services | Downers Grove, IL | Mar 2021 - Current | 3 |
Mbtac Financial Services, LLC | Carpentersville, IL | Jul 2020 - Aug 2021 | 1 |
Oak 22 Partners | Woodridge, IL | Mar 2019 - Dec 2020 | 1 |
Mbtac LLP | Carol Stream, IL | Dec 2018 - Dec 2020 | 2 |
Inland Real Estate Group | Oak Brook, IL | Dec 2018 - Jun 2020 | 1 |
Full Time Student | Chicago, IL | Jul 2016 - Dec 2018 | 2 |
Pwc LLP | Chicago, IL | Jan 2016 - Jul 2016 | < 1 |
Full Time Student | Chicago, IL | Aug 2010 - Jan 2016 | 5 |
- IL
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$67,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, TX
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