Suntrust Advisory Services, Inc
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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
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
- Selection of other advisers
- Publication of periodicals or newsletters
Isaac Monell Work History
Isaac has 12 years of experience.
Sun Trust Investment Services
Sun Trust Bank
Northwestern Mutual Wealth Manager
Northwestern Mutual Investment Services, LLC
Ryan B. Smith
Ryan B. Smith
Uga Food Services
The University Of Georgia
Jessamine Co Tech Office
Isaac Monell has no disclosures.
Please visit their SEC profile for more details.