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Kent Brooks Monypeny

Strategic Advisory Services

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About Kent Brooks Monypeny

Kent Brooks Monypeny is an investment advisor representative with Strategic Advisory Services in MEMPHIS, TN. Kent has been in the industry since 1982. Kent is a registered representative in 17 states and provides investment advisory services. Kent is also a registered representative with Raymond James & Associates, Inc. Kent has passed the Series 63, 66, 52TO, 53, 24, and SIE exams. Kent’s areas of specialization include financial planning and portfolio management. Kent is also an independent investment advisor with Strategic Advisory Services, LLC.

Firm Information

Kent Monypeny is currently registered with Strategic Advisory Services. Strategic Advisory Services is a registered investment advisor with the SEC based in Memphis, TN. They have 3 licensed agents, 10 investment advisor representatives, 6 registered representatives, 10 investment advisory functions, and 4 advisor representatives for other investment advisors. They provide advisory services in portfolio management for individuals, selection of other advisers, and other services that include derivatives involving covered call option strategies. They manage approximately $177,512,000 in discretionary assets for 525 accounts. Their client base consists of 47 high-net-worth individuals, 140 individuals other than high-net-worth, and 2 charitable organizations.
Strategic Advisory Services

6465 QUAIL HOLLOW ROAD

MEMPHIS, TN 38120

$177.51M

Assets Under Management

120

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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derivatives involving covered call option strategies

Derivatives involving covered call option strategies

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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percentage of assets

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

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Kent Monypeny’s Registration & Firm History

TN

07/26/2022 - Present

Strategic Advisory Services (MEMPHIS TN)

TN

02/13/2013 - 11/05/2014

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

11/24/1982 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 01/18/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/30/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kent Brooks Monypeny.
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