Phillip Joseph Monthie
Investment adviser representative at Monthie Wealth Advisors
10 yearsExperience
1 stateRegistered in
$71.1MFirm assets
2 yearsFirm in business
Are you Phillip Joseph Monthie? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Monthie Wealth AdvisorsFeb 2023 to now
- Monthie Law FirmMar 2021 to now
- Independent Family OfficeJun 2019 to Mar 2021
- Higgins, Roberts Law FirmSep 2018 to Jun 2019
- UnemployedFeb 2018 to Aug 2018
- Pierro, Connor and AssociatesSep 2017 to Jan 2018
- FinraMay 2017 to Aug 2017
- UnemployedSep 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Monthie Wealth Advisors
Legal name: Exclusive Resource Management LLC
$71.1MAssets managed
115Clients
2Advisers
2 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
- 6361297
- Firm CRD
- 321076