Stephen Paul Monthie

Employer firm

Monthie Wealth Advisors CRD 321076

$71.1M regulatory AUM 115 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• Certified Financial Planner

Other Names

• Stephen Paul Monthie
• Stephen Monthie