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Ryan Arnez Monroe

Westfuller Advisors, LLC

New York, NY

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Current Employers
Westfuller Advisors, Llc

1185 Avenue Of The Americas Suite 319, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-11
NY RA APPROVED 2023-07-10
  • CA RA
    APPROVED
    Since 2023-07-11
  • NY RA
    APPROVED
    Since 2023-07-10

Branch Locations

1185 Avenue Of The Americas Suite 319, New York, NY 10036 • 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
Ajf Financial Services New York NY 07/2015 05/2017
Cornerstone Capital Group New York NY 05/2017 03/2021
Pathstone Family Office Englewood NJ 03/2021 12/2021
Tidal Etf Services, Llc/Toroso Investments Newark NJ 01/2022 06/2023
Foreside Fund Services, Llc Newark NJ 03/2022 06/2023
Westfuller Advisors, Llc New York NY 06/2023 Present
  • 07/2015 → 05/2017
    Ajf Financial Services
    New York, NY
  • 05/2017 → 03/2021
    Cornerstone Capital Group
    New York, NY
  • 03/2021 → 12/2021
    Pathstone Family Office
    Englewood, NJ
  • 01/2022 → 06/2023
    Tidal Etf Services, Llc/Toroso Investments
    Newark, NJ
  • 03/2022 → 06/2023
    Foreside Fund Services, Llc
    Newark, NJ
  • 06/2023 → Present
    New York, NY
Previous Registrations
Other Businesses

RyArMo Photography Studio LLC; Non-Investment Related; Newark, NJ; Began 05/2013; Commercial Photography Studio; Owner/Creative Director; 40 hours per month with 0 during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-06
S65 Uniform Investment Adviser Law Examination 2006-06-07
  • S63 Uniform Securities Agent State Law Examination
    2022-05-06
  • S65 Uniform Investment Adviser Law Examination
    2006-06-07

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