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Alexandra Morgan Ong

Monograph Wealth Advisors, LLC

Manhattan Beach, CA

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Current Employers
Monograph Wealth Advisors, Llc

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • 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
Charles Schwab & Co., Inc. Santa Monica CA 01/2021 08/2022
Charles Schwab Bank, Ssb Santa Monica CA 01/2021 09/2022
The Center For Investment And Wealth Management Irvine CA 04/2017 03/2020
Fulfillment Fund Los Angeles CA 07/2019 09/2022
Peace Halo Jewelry Huntington Beach CA 07/2018 11/2018
University Of California Irvine Irvine CA 09/2016 06/2020
Marlborough School Los Angeles CA 09/2010 09/2016
Unemployed Los Angeles CA 03/2020 01/2021
Miracle Mile Advisors, Llc Los Angeles CA 09/2022 02/2024
Evoke Advisors Los Angeles CA 02/2024 05/2025
Monograph Wealth Advisors, Llc Manhattan Beach CA 06/2025 Present
  • 01/2021 → 08/2022
    Charles Schwab & Co., Inc.
    Santa Monica, CA
  • 01/2021 → 09/2022
    Charles Schwab Bank, Ssb
    Santa Monica, CA
  • 04/2017 → 03/2020
    The Center For Investment And Wealth Management
    Irvine, CA
  • 07/2019 → 09/2022
    Fulfillment Fund
    Los Angeles, CA
  • 07/2018 → 11/2018
    Peace Halo Jewelry
    Huntington Beach, CA
  • 09/2016 → 06/2020
    University Of California Irvine
    Irvine, CA
  • 09/2010 → 09/2016
    Marlborough School
    Los Angeles, CA
  • 03/2020 → 01/2021
    Unemployed
    Los Angeles, CA
  • 09/2022 → 02/2024
    Miracle Mile Advisors, Llc
    Los Angeles, CA
  • 02/2024 → 05/2025
    Evoke Advisors
    Los Angeles, CA
  • 06/2025 → Present
    Monograph Wealth Advisors, Llc
    Manhattan Beach, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-11
S63 Uniform Securities Agent State Law Examination 2022-05-21
  • S65 Uniform Investment Adviser Law Examination
    2023-04-11
  • S63 Uniform Securities Agent State Law Examination
    2022-05-21
Other Names
  • Ally M Ong

View on SEC IAPD

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Other Investors

BRETT VAN COTT NIVEN
MICHAEL PAUL WOODS
TIMOTHY WALLENDER
DAVID KEITH BATE
ANTHONY J FRATELLO
WILLIAM HAMADA PETTUS
VICTORIA ANN WILK
ARCADIA BERJONNEAU KEANE

Other Offices

BEACH CITIES WEALTH MANAGEMENT, LLC · MANHATTAN BEACH, CA
ACIES INVESTMENTS MANAGEMENT, LLC · MANHATTAN BEACH, CA
WALLENDER, TIMOTHY JOSEPH · MANHATTAN BEACH, CA
LPL FINANCIAL LLC · MANHATTAN BEACH, CA
MUTUAL ADVISORS, LLC · Manhattan Beach, CA
J.P. MORGAN SECURITIES LLC · MANHATTAN BEACH, CA
CURRENT EQUITY PARTNERS, LLC · MANHATTAN BEACH, CA
EPIC FUNDS · MANHATTAN BEACH, CA

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