Monica FilpoCRD Number: 2093243
Current Firm: Truist Advisory Services, Inc.
Monica Filpo (CRD# 2093243) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 4 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Suntrust Advisory Services, Inc.||Atlanta, GA||Jul 2019 - Current||3|
|Suntrust Bank||Coral Gables, FL||May 2019 - Current||3|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2019 - Current||3|
|Filpo Properties, LLC||Miami, FL||Dec 2015 - Current||7|
|Suntrust Investment Services Inc.||Atlanta, GA||Jan 2018 - May 2019||1|
|Suntrust Bank||Miami, FL||Jan 2018 - May 2019||1|
|Jp Morgan Securities LLC||Miami, FL||Aug 2013 - Jan 2018||4|
|Jp Morgan Chase Bank||Miami, FL||Dec 2012 - Jan 2018||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2018|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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