Stephen Paul Monthie

Current Employers

Monthie Wealth Advisors

623 New Loudon Road, Latham, NY 12110 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-07-23

NY RA
APPROVED

Since 2022-07-23

Branch Locations

623 New Loudon Road, Latham, NY 12110 • 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

Organization	City	State	From	To
Monthie Wealth Advisors	Latham	NY	04/2022	Present
Monthie Law Firm	Albany	NY	01/1990	Present

04/2022 → Present

Monthie Wealth Advisors

Latham, NY
01/1990 → Present

Monthie Law Firm

Albany, NY

Other Businesses

1. Mr. Monthie is an Attorney with the Monthie Law Firm. He advises and prepares legacy and estate plans for clients, and advises and prepares client tax returns.

Designations

Other Names

Stephen Paul Monthie
Stephen Monthie

View on SEC IAPD

Current Employers

Monthie Wealth Advisors

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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