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Ashley Nicole Monk

Seven Post Investment Office LP

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About Ashley Nicole Monk

Ashley Nicole Monk is an investment advisor representative at Seven Post Investment Office LP. Ashley has been in the financial industry for over 8 years and is registered with the state of California. Ashley holds the Series 6, Series 7, Series 66 and SIE licenses. Ashley previously worked at UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC.

Firm Information

Ashley Monk is currently registered with Seven Post Investment Office LP. Seven Post Investment Office LP is an investment advisory firm located in SAN FRANCISCO, CA. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and investment consulting services. They manage approximately $7.5 billion in assets for a variety of clients, including high-net-worth individuals, private endowments, and charitable organizations.
Seven Post Investment Office LP

ONE MONTGOMERY STREET

SAN FRANCISCO, CA 94104-4505

$7.49B

Assets Under Management

Not reported

Total Clients

13

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashley Monk’s Registration & Firm History

CA

05/25/2022 - Present

Seven Post Investment Office LP (SAN FRANCISCO CA)

OH

03/12/2021 - 03/28/2022

UBS FINANCIAL SERVICES INC. (CINCINNATI OH)

OH

10/23/2018 - 03/15/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)

OH

07/25/2014 - 03/08/2018

J.P. MORGAN SECURITIES LLC (WEST CHESTER OH)

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Licenses & Designations

BOTH

Issued 07/15/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Nicole Monk.
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