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Monica Amalia Izquierdo

True Wealth Advisory Group

Miami Beach, FL

Miami, FL

CRD 4841526

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Employer firm

True Wealth Advisory Group CRD 306523

$240M regulatory AUM 39 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING SERVICES

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

Current Employers
True Wealth Advisory Group

1 Alhambra Plaza Floor Ph, Miami, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-16
  • FL RA
    APPROVED
    Since 2023-02-16

Branch Locations

Miami Beach, FL • United States

1 Alhambra Plaza Floor Ph, Miami, FL 33134 • 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
Hightower Advisors, Llc Coral Gables FL 10/2017 Present
Heiz Llc Miami FL 05/2013 Present
True Wealth Advisory Group Miami FL 11/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-08
S63 Uniform Securities Agent State Law Examination 2007-08-07
  • S65 Uniform Investment Adviser Law Examination
    2017-12-08
  • S63 Uniform Securities Agent State Law Examination
    2007-08-07
Other Names
  • Monica Amelia Izguierdo
  • Monica Amalia Izquierdo Coloma

View on SEC IAPD

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