Kevin
Monaco

D.A. Davidson & Co

CRD#2119652
Investment Advisor
in Los Angeles, CA
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About this Advisor

Kevin Monaco is a financial advisor based in Los Angeles, California, who has been in the industry for 21 years. Monaco is an advisor for D.A. Davidson & Co. During their career, Monaco has held roles at Wells Fargo Clearing Services, LLC, D.A. Davidson & Co, Morgan Stanley Smith Barney and Raymond James And Associates. Monaco maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. D.A. Davidson & Co is a registered investment business that has its headquarters in Los Angeles, California. It has offices in 67 locations and a total of 515 employees. It administers $15 billion in total assets among its 47,201 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 582 charitable organizations. Of its 47,201 accounts, 18% are held by high-net-worth investors who have more than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which service is provided. Fee types billed by D.A. Davidson & Co likely are comprised of some combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

624 South Grand Avenue 26Th Floor
Los Angeles, CA 90017

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$15,150,306,632

CA Average: $2,609,029,241
Total Number of Employees

515

CA Average: 66
Total Number of Accounts

47,201

CA Average: 6,076
Average Account Size

$320,974

CA Average: $429,399

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kevin Monaco Work History

Kevin has 21 years of experience.

2018 - Present (1 years)

D.A. Davidson & Co

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Raymond James And Associates

1997 - 2013 (16 years)

Morgan Stanley Smith Barney

Disclosures

Kevin Monaco has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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