Andrew M. Monsour

MONSOUR ADVISORY SERVICES

ROANOKE, VA 24018

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CRD#: 2589093

Professional summary

Andrew Michael Monsour, who also goes by Drew Monsour, is a registered financial advisor currently at MONSOUR ADVISORY SERVICES, INC. located in Roanoke, Virginia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Andrew has worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Monsour

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AAG Properties. I am part owner in a commercial real estate building. Started in 2006. I spend approximately 5 hours a week with this business. Insurance agent. I am a licensed insurance agent and spend approximately 5 hours a week on this activity. I have been licensed since 1995.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Monsour's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2005 - Present

MONSOUR ADVISORY SERVICES, INC.

Office #1: 2762 Electric Road Suite B, Roanoke, VA 24018

RIA

CRD#: 134333

ROANOKE, VA

Past

September 21, 2004 - June 29, 2005

CANTELLA & CO., INC.

RIA

CRD#: 13905

ROANOKE, VA

Past

September 21, 2004 - June 29, 2005

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

May 6, 1999 - September 23, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ROANOKE, VA

Past

March 23, 1999 - September 23, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

January 3, 1997 - March 19, 1999

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

March 20, 1995 - January 10, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 20, 1995 - January 10, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(6/29/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/5/1995

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/28/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/19/1997

General Securities Principal Examination

Current Firm

MONSOUR ADVISORY SERVICES, INC.

MONSOUR ADVISORY SERVICES, INC. | MONSOUR ASSET MANAGEMENT

CRD#: 134333 / SEC#:

Virginia

Registered Investment Advisory firm - (6/29/2005 Approved)

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Contact information

Main Address

2762 Electric Road Suite B, Roanoke, VA 24018

Mailing Address

Phone number

(540) 989-6578

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	390
AUM (Assets Under Management)	$ 97,373,825

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Andrew M. Monsour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Monsour's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANTELLA & CO., INC.

CANTELLA & CO., INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/5/1995

Series 65

Date: 3/28/1995

Series 7

Date: 3/17/1995

Series 24

Date: 2/19/1997

Current Firm

MONSOUR ADVISORY SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONSOUR ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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