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Strategic Wealth Management LLC CRD 339812
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
124 Van Winkle Street, Lillington, NC 27546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2019 | 03/2021 |
| North Carolina State University | Raleigh | NC | 05/2016 | 10/2019 |
| Charles Schwab & Co., Inc | Charlotte | NC | 07/2021 | 01/2024 |
| Charles Schwab Bank, Ssb | Charlotte | NC | 07/2021 | 01/2024 |
| Unemployed | Concord | NC | 04/2021 | 07/2021 |
| Vintage Wealth Management Group | Charlotte | NC | 04/2024 | 12/2024 |
| Monley's Enterprises Llc | Lillington | NC | 03/2021 | Present |
| Strategic Wealth Management Llc | Lillington | NC | 05/2025 | Present |
Mr. Monley owns a commercial cleaning business, Monley's Enterprises LLC. Mr. Monley supervises the day-to-day activities of this business. About 20% of his time is spent on this activity. This practices does not represent a conflict of interest. Mr. Monley is a partner in Soul Note Entertainment LLC. This business has been established to invest in a karaoke bar. Clients would not be solicited as investors. About 1% of his time is spent on this activity. This practices does not represent a conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-26 |
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