Aureliana Lopes monteiro
Investment adviser representative at Strategic Wealth Capital
13 yearsExperience
4 statesRegistered in
$238.4MFirm assets
3 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
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Wealth CapitalJun 2023 to now
- Sanctuary WealthSep 2019 to Jun 2023
- Morgan StanleyApr 2013 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 4 states (CA, NY, TX, VA).
Strategic Wealth Capital
Legal name: Strategic Wealth Capital, LLC
$238.4MAssets managed
66Clients
2Advisers
3 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
- 6188659
- Firm CRD
- 326299