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William James Martinet

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 2023-06-29
  • CA RA
    APPROVED
    Since 2023-06-29

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
First Republic Investment Management Los Angeles CA 10/2013 05/2019
First Republic Securities Company, Llc Los Angeles CA 11/2013 05/2019
Evoke Wealth, Llc Los Angeles CA 05/2019 03/2022
Cresset Asset Management, Llc Santa Monica CA 03/2022 05/2023
Monograph Wealth Advisors, Llc El Segundo CA 06/2023 Present
  • 10/2013 → 05/2019
    First Republic Investment Management
    Los Angeles, CA
  • 11/2013 → 05/2019
    First Republic Securities Company, Llc
    Los Angeles, CA
  • 05/2019 → 03/2022
    Evoke Wealth, Llc
    Los Angeles, CA
  • 03/2022 → 05/2023
    Cresset Asset Management, Llc
    Santa Monica, CA
  • 06/2023 → Present
    Monograph Wealth Advisors, Llc
    El Segundo, CA
Previous Registrations
  • 2022-03-24 → 2023-05-11
    Cresset Asset Management, Llc
    Santa Monica, CA
    Chicago, IL
  • 2019-06-06 → 2022-03-25
    Evoke Advisors
    Los Angeles, CA
  • 2014-03-10 → 2019-06-04
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-07
S63 Uniform Securities Agent State Law Examination 2014-02-03
  • S65 Uniform Investment Adviser Law Examination
    2014-03-07
  • S63 Uniform Securities Agent State Law Examination
    2014-02-03

View on SEC IAPD

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EPIC FUNDS

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

More in Manhattan Beach, CA

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