Alicia Marie Monday
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCApr 2026 to now
- UBS Financial Services Inc.Feb 2021 to Apr 2026
- Eagle Strategies LLCJan 2020 to Feb 2021
- Ebf, LLC d/b/a Evans, Beebe & Fields Financial GroupApr 2018 to Jan 2021
- New York Life Insurance Co.Jan 2018 to Feb 2021
- Nylife Securities LLCJan 2018 to Jan 2021
- Citizens BankJun 2015 to Jan 2018
- Citizens Securities IncJun 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6506643
- Firm CRD
- 11025