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Monica Jean Lee

Navolio & Tallman Advisors LLC

Walnut Creek, CA

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Current Employers
Navolio & Tallman Advisors Llc

2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2026-07-08
  • CA RA
    APPROVED_RES
    Since 2026-07-08

Branch Locations

2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596 • 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
Deloitte Los Ángeles CA 07/2012 12/2017
Navolio & Tallman Llp Walnut Creek CA 07/2018 Present
Navolio & Tallman Advisors Llc Walnut Creek CO 06/2026 Present
Deloitte San Francisco CA 12/2017 07/2018
  • 07/2012 → 12/2017
    Deloitte
    Los Ángeles, CA
  • 07/2018 → Present
    Navolio & Tallman Llp
    Walnut Creek, CA
  • 06/2026 → Present
    Navolio & Tallman Advisors Llc
    Walnut Creek, CO
  • 12/2017 → 07/2018
    Deloitte
    San Francisco, CA
Other Names
  • Monica Jean Ambrosini

View on SEC IAPD

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