Ashley Nicole Monk
Investment adviser representative at Seven Post Investment Office LP
13 yearsExperience
1 stateRegistered in
$9.6BFirm assets
15 yearsFirm in business
Are you Ashley Nicole Monk? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
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.
- Seven Post Investment Office LPMar 2022 to now
- UBS Financial Services, Inc.Mar 2021 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2018 to Mar 2021
- JP Morgan Securities LLCJun 2014 to Feb 2018
- JP Morgan Chase BankNov 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seven Post Investment Office LP
$9.6BAssets managed
53Clients
14Advisers
15 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
- 6352681
- Firm CRD
- 157435