Monica Alisa Carlos

Employer firm

Audible Wealth Management CRD 325559

$76.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• BILL PAY SERVICES

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

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

Current Employers

Employment History

• 05/2023 → Present
  Audible Wealth Management
  Silver Spring, MD
• 07/2022 → 04/2023
  Northwestern Mutual
  Tysons, VA
• 07/2020 → 05/2023
  Antelope Valley College
  Lancaster, CA
• 07/2019 → 06/2020
  Unemployed
  Palmdale, CA
• 07/2017 → 06/2019
  California State University
  Northridge, CA
• 09/2010 → 06/2017
  Self Employed
  Atlanta, GA

Other Businesses

Life Insurance Agent Start Date: 03/05/2024 Address: 8455 Colesville Road Ste 900, Silver Spring, MD 20910 Approximately 15-20 hours per month, 8-10 hours per month during trading hours Not investment-related

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-20