Monterey Private Wealth, Inc.

Monterey Private Wealth, Inc. (CRD# 114572) is a financial advisory firm headquartered in Monterey, CA. They manage $621,546,185 in 1,565 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    622
    MILLION
  • Total Number of Accounts
    1,565
    ACCOUNTS
  • Average Account Value
    $397,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, ID, MI, NV, NY, OR, TX, UT, WA

Financial Advisors at Monterey Private Wealth, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Gary E. Alt
CRD#: 4658169
Pleasanton, CA 94588

Gary Alt (CRD# 4658169) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Pleasanton, CA and has over 17 years of experience in the finance industry. Gary Alt 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.

2
Cristofer A. Cabanillas
CRD#: 4048836
2340 Garden Road, Suite 202, Monterey, CA 93940

Cristofer Cabanillas (CRD# 4048836) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 19 years of experience in the finance industry. Cristofer Cabanillas 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.

3
Zachariah A. Harney
CRD#: 6555568
Grand Rapids, MI

Zachariah Harney (CRD# 6555568) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Grand Rapids, MI and has over 4 years of experience in the finance industry. Zachariah Harney 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.

4
Mark W. Kooiman
CRD#: 5213969
2340 Garden Road, Suite 202, Monterey, CA 93940

Mark Kooiman (CRD# 5213969) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 14 years of experience in the finance industry. Mark Kooiman 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.

5
Spencer H. Lloyd
CRD#: 5371072
2340 Garden Road, Suite 202, Monterey, CA 93940

Spencer Lloyd (CRD# 5371072) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 3 years of experience in the finance industry. Spencer Lloyd 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.

6
Steven C. Merrell
CRD#: 1546736
2340 Garden Road, Suite 202, Monterey, CA 93940

Steven Merrell (CRD# 1546736) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 28 years of experience in the finance industry. Steven Merrell 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.

7
Kenneth B. Petersen
CRD#: 1678498
2340 Garden Road, Suite 202, Monterey, CA 93940

Kenneth Petersen (CRD# 1678498) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 33 years of experience in the finance industry. Kenneth Petersen 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.

8
Hannah D. Rogge
CRD#: 6630305
2340 Garden Road, Suite 202, Monterey, CA 93940

Hannah Rogge (CRD# 6630305) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 4 years of experience in the finance industry. Hannah Rogge 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.

9
Julie O. Roth
CRD#: 7045074
2340 Garden Road, Suite 202, Monterey, CA 93940

Julie Roth (CRD# 7045074) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 2 years of experience in the finance industry.

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