Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Monroe is an investment advisor representative at Sawgrass Asset Management LLC. Brian has been in the industry since 1993 and has experience with investments and financial planning for individuals, businesses, and pooled investment vehicles. He holds Series 7 and Series 63 securities licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/01/2025 - Present
Sawgrass Asset Management LLC (PONTE VEDRA BEACH FL)
FL
01/22/1996 - 01/20/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
PA
12/22/1993 - 07/26/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Monroe is the right advisor for you? Invested Better is here to help.
