Sita Marie Monti
Investment adviser representative at Empower Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Empower Advisory Group, LLCMar 2024 to now
- Empower Financial Services, IncMar 2024 to now
- Morgan StanleyJan 2023 to Feb 2024
- E*trade Capital Management LLCNov 2020 to Sep 2023
- E*trade Securities LLCNov 2020 to Sep 2023
- UnemployedJul 2020 to Nov 2020
- Ameriprise Financial Services, Inc.Aug 2019 to Jul 2020
- UnemployedApr 2019 to Aug 2019
- Ameriprise Financial Services, Inc.Sep 2016 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Empower Advisory Group, LLC
$195.4BAssets managed
297,074Clients
1,979Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3204754
- Firm CRD
- 112058