SO
Sleiman F. Owayda
MONUMENT GROUP
Boston, MA 02116
Some features on this profile are disabled
CRD#: 2938542
SO
Professional summary
Sleiman Farid Owayda, who also goes by Solomon Owayda, is a registered financial professional currently at MONUMENT GROUP, INC. located in Boston, Massachusetts.
Sleiman is registered as a RR (Registered Representative) and started their career in finance in 1998. Sleiman has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 39 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Solomon Owayda
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Sleiman Farid Owayda'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®
NoneExperience
Current
June 16, 2015 - Present
MONUMENT GROUP, INC.
Office #1: 500 Boylston St., Suite 1150, Boston, MA 02116BD
CRD#: 36399
Boston, MA
Past
April 13, 1998 - June 29, 2009
SVG NORTH AMERICA INC.
BD
CRD#: 42719
BOSTON, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/11/2015)
RR
Alaska(8/11/2015)
RR
Arizona(11/2/2015)
RR
Arkansas(8/11/2015)
RR
California(8/11/2015)
RR
Colorado(6/16/2015)
RR
Connecticut(6/17/2015)
RR
Delaware(8/11/2015)
RR
District of Columbia(6/16/2015)
RR
Florida(6/16/2015)
RR
Georgia(8/11/2015)
RR
Hawaii(8/11/2015)
RR
Idaho(8/11/2015)
RR
Illinois(6/22/2015)
RR
Indiana(8/11/2015)
RR
Iowa(8/11/2015)
RR
Kansas(8/11/2015)
RR
Kentucky(8/11/2015)
RR
Louisiana(6/16/2015)
RR
Maine(6/17/2015)
RR
Maryland(6/16/2015)
RR
Massachusetts(8/11/2015)
RR
Michigan(8/11/2015)
RR
Minnesota(8/11/2015)
RR
Missouri(6/18/2015)
RR
Montana(8/11/2015)
RR
Nebraska(8/11/2015)
RR
Nevada(8/11/2015)
RR
New Hampshire(8/11/2015)
RR
New Jersey(6/16/2015)
RR
New Mexico(8/11/2015)
RR
New York(8/11/2015)
RR
North Carolina(8/11/2015)
RR
North Dakota(8/11/2015)
RR
Ohio(6/16/2015)
RR
Oklahoma(8/11/2015)
RR
Oregon(8/11/2015)
RR
Pennsylvania(8/11/2015)
RR
Rhode Island(8/11/2015)
RR
South Carolina(8/11/2015)
RR
South Dakota(8/11/2015)
RR
Texas(8/11/2015)
RR
Utah(8/11/2015)
RR
Vermont(6/16/2015)
RR
Virginia(8/11/2015)
RR
Washington(8/11/2015)
RR
Wisconsin(8/11/2015)
RR
Wyoming(8/11/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MG
MONUMENT GROUP, INC.
MONUMENT GROUP, INC.
CRD#: 36399 / SEC#: , 8-47248
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
500 Boylston Street Suite 1150, Boston, MA 02116
Mailing Address
500 Boylston Street Suite 1150, Boston, MA 02116
Phone number
(617) 423-4700
Established
Delaware since 03/31/1994
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMPANA, LORI D | SHAREHOLDER | 4660389 |
| DIGGINS, MARY MARGARET | ASSISTANT SECRETARY/SHAREHOLDER | 7069473 |
| GENDRON, MEREDITH A. | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | 5248956 |
| MACCURTAIN, PATRICK W | TREASURER/SHAREHOLDER | 4426182 |
| MCCORMICK, JOHN BLANCHARD MR. | SHAREHOLDER | 5246677 |
| MILLER, MICHAEL CHRISTOPHER | PRESIDENT/SHAREHOLDER | 3060234 |
| MOLLOY, BARTHOLOMEW JOSEPH | SHAREHOLDER | 2655092 |
| MUELLER, RYAN MICHAEL | SECRETARY/SHAREHOLDER | 4286239 |
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.
Company Information
MONUMENT GROUP, INC.
CRD#: 36399Boston, MA 02116TRUST BUT VERIFY
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