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Scott Thomas Monahan

Roosevelt & Cross, Inc.

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About Scott Thomas Monahan

Scott Monahan is a financial advisor with Roosevelt & Cross, Inc. Scott's career in the financial services industry began in 2005. He is licensed to provide investment advice in Connecticut, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and Vermont. Scott has a strong background in the financial services industry, having passed the Series 63, Series 7 and SIE exams.

Firm Information

Scott Monahan is currently registered with Roosevelt & Cross, Inc.. Roosevelt & Cross, Inc. is a Corporation that was formed on April 19, 1972. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

23

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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Scott Monahan’s Registration & Firm History

NY

02/07/2005 - Present

Roosevelt & Cross, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Thomas Monahan.
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