Scott Ryan Monk
Investment adviser representative at Charis Legacy Partners
13 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$132.7MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Charis Legacy PartnersDec 2020 to now
- The Vanguard Group, Inc.Jan 2013 to Feb 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charis Legacy Partners
Legal name: Charis Legacy Partners, LLC
$132.7MAssets managed
60Clients
1Advisers
1 yearIn 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
- 6427211
- Firm CRD
- 311968