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Maria Victoria Arabskyj

Investment adviser representative at Monarch Plan Advisors
10 yearsExperience
2 statesRegistered in
$792.6MFirm assets
9 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting

Experience

10 years in the industry.

  1. Monarch Plan AdvisorsJul 2026 to now
  2. Nectar Financial WellnessNov 2024 to Aug 2026
  3. Mma Securities LLCApr 2023 to Oct 2024
  4. LPL FinancialJun 2022 to Apr 2023
  5. Compass Financial PartnersMay 2022 to May 2022
  6. Bolton InvestmentJan 2022 to Apr 2022
  7. Nationwide Investment Advisors, LLCJan 2020 to Feb 2022
  8. Nationwide Investment Services CorpNov 2019 to Feb 2022
  9. Lincoln Financial GroupJul 2018 to Nov 2019
  10. AscensusJul 2017 to Jul 2018
  11. Trumark Financial Credit UnionNov 2016 to Jul 2017
  12. Al Dia NewsAug 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Monarch Plan Advisors

$792.6MAssets managed
130Clients
3Advisers
9 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
6985264
Firm CRD
286612
Advisor's SEC record (opens in a new tab)
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