Joseph
Monagle
Greytown Advisors
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About this Advisor
Joseph Monagle is a financial advisor based in Miami, Florida, working with Greytown Advisors. Joseph has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Insigneo Securities, LLC, and Greytown Advisors. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Joseph is part of Greytown Advisors, which operates out of Miami, Florida. The firm has 2 offices and 8 employees. The firm manages assets totaling $846.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Greytown Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Greytown Advisors Brokerage Details
$846,688,468
8
129
$6,563,476
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Joseph Monagle Work History
Insigneo Securities, LLC
Greytown Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Joseph Monagle 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 Greytown Advisors
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Ciudad Guatemala,
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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