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Lee Christopher Mcgowan

Monument Group Wealth Advisors, LLC

Concord, MA

CRD 3070341

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Employer firm

Monument Group Wealth Advisors, LLC CRD 111908

$679M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Monument Group Wealth Advisors, Llc

801 Main Street Suite 14, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-05-24
MA RA APPROVED 2010-10-13
  • TX RA
    APPROVED
    Since 2016-05-24
  • MA RA
    APPROVED
    Since 2010-10-13

Branch Locations

801 Main Street Suite 14, Concord, MA 01742 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Monument Financial Advisors Concord MA 07/2013 Present
  • 07/2013 → Present
    Monument Financial Advisors
    Concord, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-07
S63 Uniform Securities Agent State Law Examination 1998-08-05
  • S65 Uniform Investment Adviser Law Examination
    1998-08-07
  • S63 Uniform Securities Agent State Law Examination
    1998-08-05
Designations
  • Certified Financial Planner
Other Names
  • Lee Christopher Mcgows

View on SEC IAPD

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