Stephen Paul Monthie
Investment adviser representative at Monthie Wealth Advisors
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$71.1MFirm assets
Are you Stephen Paul 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
36 years in the industry.
- Monthie Wealth AdvisorsApr 2022 to now
- Monthie Law FirmJan 1990 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7518764
- Firm CRD
- 321076