Isaac
Monell

Suntrust Advisory Services, Inc

CRD#6224113
Investment Advisor
in Atlanta, GA
Are you Isaac Monell? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Isaac Monell is a certified financial planner and chartered financial consultant located in Atlanta, Georgia. Currently an investment advisor with Suntrust Advisory Services, Inc, Monell has 12 years of experience in the financial advisory industry. Monell maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Monell is able to operate based out of Georgia. Throughout their career, Monell has worked at The University Of Georgia, Northwestern Mutual Investment Services, LLC, Ryan B. Smith, Southcap Brokerage, Uga Food Services, Jessamine Co Tech Office, Sun Trust Investment Services, Northwestern Mutual Wealth Manager and Sun Trust Bank. Suntrust Advisory Services, Inc is headquartered in Atlanta, Georgia, and operates out of 1,572 locations throughout the United States. As a registered investment firm, Suntrust Advisory Services, Inc oversees $19 billion in assets dispersed across 41,105 accounts and retains more than 1,539 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 31,892 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Suntrust Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

12 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, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

1155 Peactree Street, Ne Ste 800 Md 2
Atlanta, GA 30309

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

GA Average: $3,570,121,308
Total Number of Employees

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Isaac Monell Work History

Isaac has 12 years of experience.

2016 - Present (3 years)

Sun Trust Investment Services

2016 - Present (3 years)

Sun Trust Bank

2014 - 2016 (2 years)

Northwestern Mutual Wealth Manager

2013 - 2016 (3 years)

Northwestern Mutual Investment Services, LLC

2013 - 2016 (3 years)

Ryan B. Smith

2013 - 2013 (0 years)

Ryan B. Smith

2012 - 2013 (1 years)

Southcap Brokerage

2010 - 2012 (2 years)

Uga Food Services

2009 - 2013 (4 years)

The University Of Georgia

2006 - 2009 (3 years)

Jessamine Co Tech Office

Disclosures

Isaac Monell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started