Monica
Zamfir
Cape Investment Advisory, Inc
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About this Advisor
Monica Zamfir is a financial advisor based in Mcdonough, Georgia, working with Cape Investment Advisory, Inc. Monica has previously held positions at Sanders Morris Harris Inc, Mbt Polymers, Ef Legacy Securities, LLC, Edelman Financial Services, LLC, Financial Engines Advisors L.L.C, Td Ameritrade, Inc, Fidelity Investments, Cape Securities, Inc, Cape Investment Advisory, Inc, and American Global Wealth Management, Inc. Monica has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Delaware, Georgia, Hawaii, Maryland, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Currently, Monica is part of Cape Investment Advisory, Inc, which operates out of Mcdonough, Georgia. The firm has 29 offices and 140 employees. The firm manages assets totaling $365.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cape Investment Advisory, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$365,212,023
140
1,630
$224,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Monica Zamfir Work History
American Global Wealth Management, Inc
Cape Investment Advisory, Inc
Cape Securities, Inc
Fidelity Investments
Td Ameritrade, Inc
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Edelman Financial Services, LLC
Sanders Morris Harris Inc
Mbt Polymers
Disclosures
Please visit the SEC profile of Monica Zamfir 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 Cape Investment Advisory, Inc
Hanover, MD
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Moraga, CA
Charlotte, NC
Mcdonough, GA
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