Joseph
Monagle
Greytown Advisors
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About this Advisor
Joseph Monagle is a financial advisor operating out of Miami, Florida who has 2 years of industry experience. Monagle is an advisor for Greytown Advisors. Throughout their career, Monagle has worked at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Insigneo Securities, LLC and Greytown Advisors. Monagle holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Greytown Advisors is a registered investment firm operating out of Miami, FL. The company has a total of six advisors. It has $784 million in total assets between its 118 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 118 accounts, 94% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors typically depend on the services. Fees billed by Greytown Advisors likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greytown Advisors Brokerage Details
$783,764,774
6
118
$6,642,074
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
Joseph has been registered as a financial advisor for 2 years.*
Insigneo Securities, LLC
Greytown Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Ciudad Guatemala,
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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