Alan MonsonCRD Number: 5925702
Current Firm: Strategic Advisers, Inc.
Alan Monson (CRD# 5925702) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Merrimack, NH||May 2011 - Current||6|
|Sur La Table||Salt Lake, UT||Sep 2010 - Jun 2011||< 1|
|The University Of Utah||Salt Lake City, UT||Sep 2009 - May 2011||1|
|Apx Alarm Security Solutions Inc.||Provo, UT||May 2008 - Feb 2011||2|
|The Olive Garden||Murray, UT||Oct 2008 - Oct 2010||2|
|Salt Lake Community College||Salt Lake City, UT||Sep 2007 - May 2009||1|
|Longview Investments Corporation||Riverton, UT||Jun 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY