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Emmie Monsein

Moelis & Co. LLC

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About Emmie Monsein

Emmie Monsein is a financial advisor with Moelis & Co. LLC located in Boston, Massachusetts. Emmie has over 6 years of experience in the financial industry. Emmie holds the Series 7, Series 79, Series 63, and SIE licenses. Emmie is registered with FINRA and is a registered representative in the state of Massachusetts.

Firm Information

Emmie Monsein is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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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Emmie Monsein’s Registration & Firm History

MA

08/02/2018 - Present

Moelis & Co. LLC (BOSTON MA)

MA

07/31/2012 - 11/23/2015

MOELIS & COMPANY LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 09/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/30/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emmie Monsein.
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