Kent
Monypeny

Strategic Advisory Services

CRD#1063117
Investment Advisor
in Memphis, TN

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About this Advisor

Kent Monypeny is a financial advisor based in Memphis, Tennessee with a total of 1 year of relevant experience. Monypeny is on the advisory team at Strategic Advisory Services. Their career trajectory has included roles at Morgan Keegan & Company, Inc, Raymond James & Associates, Inc, Lpl Financial LLC, Paragon National Bank, Independent Financial Partners, Wealthcare Advisory Partners, LLC D/B/A Paragon Wealth Solutions, Strategic Advisory Services, LLC and Lpl Financial, LLC. Monypeny holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Tennessee. Strategic Advisory Services is a business operating out of Memphis, TN. It controls $150 million in total assets across its 432 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 432 accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Strategic Advisory Services provides portfolio management for individuals and small businesses. Financial advisory fees typically are based on the type of services. Fee types charged by Strategic Advisory Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6465 Quail Hollow Road Suite 300
Memphis, TN 38120

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Strategic Advisory Services Brokerage Details

Total Assets Under Management

$150,422,330

TN Average: $730,596,643
Total Number of Employees

10

TN Average: 15
Total Number of Accounts

432

TN Average: 968
Average Account Size

$348,200

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kent Monypeny Work History

Kent has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Strategic Advisory Services, LLC

2014 - Present (10 years)

Lpl Financial, LLC

2019 - 2022 (3 years)

Wealthcare Advisory Partners, LLC D/B/A Paragon Wealth Solutions

2015 - 2019 (4 years)

Independent Financial Partners

2014 - 2019 (5 years)

Paragon National Bank

2013 - 2014 (1 year)

Raymond James & Associates, Inc

2013 - 2019 (6 years)

Lpl Financial LLC

2004 - 2013 (9 years)

Morgan Keegan & Company, Inc

*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 Kent Monypeny 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 Strategic Advisory Services

Charles Hardee
Memphis, TN
Staci Jackson
Memphis, TN
Audrey Liles
Memphis, TN
Thomas Christenbury
Memphis, TN
Lisa Clapper
Memphis, TN
James Walker
Memphis, TN
Kent Monypeny
Memphis, TN
Samuel Humphreys
Memphis, TN

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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