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Walnut Creek, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Munro Asset Management, Llc | Boston | MA | 09/2006 | Present |
| Naples Asset Management Company, Llc | Naples | FL | 05/2016 | Present |
| Munro Asset Management Co | Se | CA | 06/2006 | 03/2017 |
| Alterity Financial Group, Llc | Bangor | ME | 10/2023 | Present |
1) Munro Asset Management LLC; Investment Related; 75 Chestnut Street, 34, Boston, MA 02108; Registered Investment Advisor; 10/17/2006; 0 hours per month; 100 percent owner for a registered firm that is currently dormant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-26 |
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