Monroe M Diefendorf

Current Employers

Employment History

• 12/1977 → 07/2020
  Diefendorf Planning Services, Ltd
  Locust Valley, NY
• 05/1981 → 07/2020
  Retirement Planning & Administration Inc
  Locust Valley, NY
• 07/1989 → 07/2020
  Provident Mutual Life Ins. Co.
  Phila, PA
• 12/2002 → 07/2020
  Structured Capital Designs, Inc.
  Locust Valley, NY
• 12/2002 → Present
  Consolidated Portfolio Review Corp.
  Locust Valley, NY
• 04/2002 → 07/2020
  Sterling Monroe Securities, Llc
  Locust Valley, NY
• 08/2018 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY

Previous Registrations

• 2017-01-12 → 2020-07-16
  Structured Capital Designs, Inc.
  Locust Valley, NY
• 2006-11-02 → 2016-12-31
  Consolidated Portfolio Review Corp
  Woodbury, NY

Other Businesses

1) 93 MAIN STREET ASSOCIATES, INC. No investment related. Start date: 01/01/2012. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: President. Duties: Administrative and accounting duties. Time spent during regular hours: 0%. 2) 152 FOREST AVE ASSOCIATES, INC. Not investment related. Start date: 01/31/2011. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: President. Duties: Administrative, accounting duties. Time spent during regular hours: 0% 3) More Than Money Trust Company. Not investment related. Start date: 01/01/2012. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Chairman of the Board. Duties: Preside over the quarterly Board meetings. Time spent during regular hours: 5% 4) ARGONNE, LLC. Not investment related. Start date: 01/01/2012. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Managing Member. Duties: Administrative & accounting. Time spent during regular hours: 5% 5) ESTEY REALTY, LLC. Not investment related. Start date: 05/01/2015. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Managing Member. Duties: Administrative duties. Time spent during regular hours: 0% 6) MONROE INSURANCE DEDICATED FUNDS, LLC; ADMINISTRATION; 2 HOUR/MONTH 7) 3 DIMENSIONAL WEALTH ADVISORY, LLC. Not investment related. Start date: 02/07/2014. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Managing Member. Duties: Administrative. Time spent during regular hours: 0% 8) MTM ADVISORY LLC. Not investment related. Start date: 08/15/2018. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Managing Member. Duties: Administrative, accounting functions. Time spent during regular hours: 30% 9) ASPIDA360, INC / ASPIDA ADVISORY Inc. Not investment related. Start date: 10/07/2016. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Treasurer. Duties: Administrative, accounting. Time spent during regular hours: 10% 10) MORE THAN MONEY FAMILY OFFICE, LLC. Not investment related. Start date: 01/01/2011. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Managing Member. Duties: Administrative. Time spent during regular hours: 5% 11) MTM EDUCATIONAL RESOURCES, INC. Not investment related. Start date: 08/21/2018. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Managing Member. Duties: Promoting "More Than Money" Education. Time spent during regular hours: 0% 12) Mitchell Hamline School of Law. Not investment related. Start date: 04/02/2024. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Adjunct Professor. Duties: I will be conducting an Externship for law school students that sign up for my 13 week program. Time spent during regular hours: 5%. 13) ULTRA HIGH NET WORTH INSTITUTE LOCATED AT 12 WAYLOR LANE, LAUREL HOLLOW, NY 11791. START DATE: 12/01/2021. POSITION: FACULTY MEMBER. NATURE: "THINK TANK" OF LEADING INDUSTRY PROFESSIONALS WHO WORK IN THE ULTRA HIGH NET WORTH ARENA,. DUTIES: WRITING AT LEAST ONE ORIGINAL PIECE FOR THE INSTIUTIE RESOURCE CENTER APPROXIMATELY 5 HOURS PER MONTH WITH 1% DURING SECURITIES TRADING HOURS 14) IARFC - Board of Directors. Not investment related. Start date: 11/24/2021. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Board of Directors/Treasurer. Duties: Oversee the association during the quarterly Board meetings, I have no access to the assets of the organization. My responsibilities are supervisory only. Time spent during regular hours: 0%. 14) MTM Advisory. Not investment related. Start date: 2022-10-18. Address: 12 Waylor Lane, Laurel Hollow NY, 11791. Title: Managing Member. Duties: Day-to-day operations. Time spent during regular hours: 100%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-06-29

Designations

Other Names

• Roey Diefendorf
• Monroe Mechling Diefendorf