SR
Scott Ryan Monk
CRD 6427211
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Charis Legacy Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Charis Legacy Partners, Llc
Founder, Ceo, Chief Compliance Officer · Less than 5% · Oct 2024
-
Charis Legacy Partners, Llc
Trustee · GP / trustee / elected manager · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗