Joseph Monahan, financial advisor Wayne PA
90 score

Joseph Monahan

CRD Number: 1842974
Current Firm: Conestoga Capital Advisors, LLC

Joseph Monahan (CRD# 1842974) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Conestoga Capital Advisors, LLC Radnor, PA Dec 2008 - Current 7
Mchugh Associates Radnor, PA Apr 2001 - Dec 2008 7

Joseph Monahan has no recent exams reported.
Contact Info for Joseph F. Monahan
Phone Number: 484-654-1380
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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