Stephen Monthie (CRD# 7518764) is an Investment Advisor Representative working at Monthie Wealth Advisors in Latham, NY and has 1 year of experience in the finance industry. Stephen Monthie 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# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monthie Wealth Advisors | Latham, NY | Apr 2022 - Current | 2 |
| Monthie Law Firm | Albany, NY | Jan 1990 - Current | 34 |
- NY
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Total Assets Under Management29MILLIONS
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Total Number of Accounts152ACCOUNTS
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Average Account Value$193,655
- 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
NY
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