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Ariella Estrella Monahan

Assetmark Brokerage, LLC

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About Ariella Estrella Monahan

Ariella Estrella Monahan has been in the financial services industry for over 15 years, beginning her career in 2005. Ariella is currently registered with Assetmark Brokerage, LLC and holds Series 7 and 63 licenses as well as the Securities Industry Essentials Examination (SIE). Ariella has previously been registered with KESTRA Investment Services, LLC, Capital Brokerage Corporation, Assetmark Capital Corporation, and E*TRADE Securities LLC. Prior to her current role, Ariella held positions at KESTRA Investment Services, LLC and Capital Brokerage Corporation.

Firm Information

Ariella Monahan is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ariella Monahan’s Registration & Firm History

CA

12/03/2018 - Present

Assetmark Brokerage, LLC (CONCORD CA)

MD

03/20/2015 - 10/13/2017

KESTRA INVESTMENT SERVICES, LLC (CHEVY CHASE MD)

CA

04/01/2008 - 07/22/2013

CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)

CA

10/12/2006 - 04/01/2008

ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)

CA

04/06/2005 - 09/18/2006

E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)

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Licenses & Designations

BC

Issued 04/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ariella Estrella Monahan.
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