Monte Ivan Resnick
Investment adviser representative at Resnick Wealth Alliance, LLC
13 yearsExperience
1 stateRegistered in
$121.1MFirm assets
4 yearsFirm in business
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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
Experience
13 years in the industry.
- Resnick Wealth Alliance, LLCJun 2022 to now
- Matrix Private Capital GroupJul 2017 to Jun 2022
- Camden Capital, LLCJul 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Resnick Wealth Alliance, LLC
$121.1MAssets managed
62Clients
2Advisers
4 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
- 4403299
- Firm CRD
- 316188