Alexander Joseph Yaftali
Investment adviser representative at Monograph Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$3.2BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Monograph Wealth Advisors, LLCJan 2023 to now
- Monograph Wealth Advisors, LLCJul 2022 to Dec 2022
- Monograph Wealth Advisors, LLCFeb 2015 to Jun 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Monograph Wealth Advisors, LLC
$3.2BAssets managed
213Clients
10Advisers
11 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
- 4776126
- Firm CRD
- 173949