Monica Reeves Head
Investment adviser representative at Cw Securities, LLC
11 yearsExperience
1 stateRegistered in
$113.5MFirm assets
Under 1 yearFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)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
- Pension consulting
Experience
11 years in the industry.
- Capital Wealth Management, LLCJul 2018 to now
- Cw Securities, LLCJul 2018 to now
- Purshe Kaplan Sterling Investments, IncApr 2017 to Apr 2018
- Visionary Horizons Wealth Management Group, LLCMar 2017 to Apr 2018
- Cw Securities, LLCAug 2016 to Mar 2017
- Capital Wealth ManagementOct 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cw Securities, LLC
$113.5MAssets managed
145Clients
3Advisers
Under 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
- 6691822
- Firm CRD
- 124496