Joseph Monagle, financial advisor Miami FL

Joseph Monagle

CRD Number: 3093707
Current Firm: Greytown Advisors

Joseph Monagle (CRD# 3093707) is an Investment Advisor Representative working at Greytown Advisors in Miami, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Insigneo Securities, LLC Miami, FL May 2021 - Current 1
Greytown Advisors Miami, FL May 2021 - Current 1
Wells Fargo Clearing Services, LLC Coral Gables, FL Nov 2016 - May 2021 4
Wells Fargo Advisors, LLC Coral Gables, FL Dec 2012 - Nov 2016 3
Credit Suisse Securities (usa) Lcc Miami, FL Jan 2006 - Dec 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Joseph T. Monagle
Phone Number: 305-901-1600
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    809
    MILLIONS
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $7,156,843
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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