Aureliana
Lopes Monteiro
Strategic Wealth Capital
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About this Advisor
Aureliana Lopes Monteiro is a financial advisor based in San Francisco, California, working with Strategic Wealth Capital. Aureliana has previously held positions at Morgan Stanley, Sanctuary Wealth, and Strategic Wealth Capital. Aureliana has passed the Series 66 regulatory exam and is registered to provide services in California, New York, Texas, and Virginia. Currently, Aureliana is part of Strategic Wealth Capital, which operates out of San Francisco, California. The firm has 5 employees and manages assets totaling $178.9 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Strategic Wealth Capital includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Wealth Capital Brokerage Details
$178,930,538
5
289
$619,137
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Aureliana Lopes Monteiro Work History
Strategic Wealth Capital
Sanctuary Wealth
Morgan Stanley
Disclosures
Please visit the SEC profile of Aureliana Lopes Monteiro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Capital
San Francisco, CA
San Francisco, CA
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