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Glen Eric Monroe

Monroe Wealth Management LLC

San Francisco, CA

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Current Employers
Monroe Wealth Management Llc

1160 Battery St Suite 100, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-16
CA RA APPROVED 2025-04-16
  • TX RA
    APPROVED_RES
    Since 2026-01-16
  • CA RA
    APPROVED
    Since 2025-04-16

Branch Locations

1160 Battery St Suite 100, San Francisco, CA 94111 • 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. Seal Beach CA 10/2013 06/2017
Charles Schwab Bank Seal Beach CA 05/2015 06/2017
Fidelity Brokerage Services Llc Del Mar CA 06/2017 02/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2019
Monroe Wealth Management Berkeley CA 12/2018 Present
  • 10/2013 → 06/2017
    Charles Schwab & Co., Inc.
    Seal Beach, CA
  • 05/2015 → 06/2017
    Charles Schwab Bank
    Seal Beach, CA
  • 06/2017 → 02/2019
    Fidelity Brokerage Services Llc
    Del Mar, CA
  • 07/2018 → 02/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 12/2018 → Present
    Monroe Wealth Management
    Berkeley, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-03
S63 Uniform Securities Agent State Law Examination 2014-04-11
  • S66 Uniform Combined State Law Examination
    2015-04-03
  • S63 Uniform Securities Agent State Law Examination
    2014-04-11
Designations
Other Names
  • Glen Eric Monroe
  • Glen Monroe

View on SEC IAPD

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MARK ALLAN ANDERSON
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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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