Hector Manuel Monroy
Investment adviser representative at Ae Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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 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
- Seminars and workshops
Experience
11 years in the industry.
- Ae Wealth Management, LLCJun 2024 to now
- Comprehensive Advisors LLCApr 2024 to now
- Westmount Asset ManagementOct 2021 to Feb 2024
- Standish ManagementJan 2018 to Oct 2021
- University of San FranciscoAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7702078
- Firm CRD
- 282580