Monique M. Pressley

INTELLIGENT CAPITALWORKS

Scottsdale, AZ 85254-1595

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CRD#: 3137684

Professional summary

Monique Marie Pressley, AIF®, who also goes by Monique Marie Aldridge, is a registered financial advisor currently at INTELLIGENT CAPITALWORKS located in Scottsdale, Arizona.

Monique is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Monique has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Monique Marie Aldridge

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monique Marie Pressley's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 12, 2016 - Present

INTELLIGENT CAPITALWORKS

Office #1: 16427 North Scottsdale Road Suite 350, Scottsdale, AZ 85254-1595

RIA

CRD#: 135081

Scottsdale, AZ

Past

November 9, 2015 - June 20, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Scottsdale, AZ

Past

January 13, 2015 - June 30, 2016

STABLEFORD CAPITAL LLC

RIA

CRD#: 173383

SCOTTSDALE, AZ

Past

February 24, 2014 - December 4, 2014

OSAIC FS, INC.

RIA

CRD#: 3870

TEMPE, AZ

Past

September 9, 2013 - December 4, 2014

OSAIC FS, INC.

CRD#: 3870

TEMPE, AZ

Past

May 22, 2006 - March 6, 2012

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

ATLANTA, GA

Past

February 17, 2006 - March 6, 2012

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

ATLANTA, GA

Past

May 22, 2003 - January 29, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

March 15, 2002 - May 6, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

June 6, 2000 - July 2, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 22, 1999 - March 28, 2000

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Past

October 29, 1998 - June 14, 1999

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLIGENT CAPITALWORKS

ICW INVESTMENT ADVISORS, LLC | INTELLIGENT CAPITALWORKS | INSPIRED CAPITALWORKS

CRD#: 135081 / SEC#: 801-64460

RIA

Registered Investment Advisory firm - (6/23/2005 Approved)

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

Arizona
(8/12/2016)

IAR

California
(2/21/2025)

IAR

Delaware
(2/21/2025)

IAR

Florida
(8/24/2016)

IAR

Louisiana
(4/2/2019)

IAR

Texas
(12/13/2016)

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

IAR

Series 66

Date: 8/8/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/5/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/1998

General Securities Representative Examination

Current Firm

INTELLIGENT CAPITALWORKS

ICW INVESTMENT ADVISORS, LLC | INTELLIGENT CAPITALWORKS | INSPIRED CAPITALWORKS

CRD#: 135081 / SEC#: 801-64460

RIA

Registered Investment Advisory firm - (6/23/2005 Approved)

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Contact information

Main Address

16427 North Scottsdale Road Suite 350, Scottsdale, AZ 85254-1595

Mailing Address

Phone number

(480) 951-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ICW INVESTMENT ADVISORS LLC (8/12/2025)

Regulatory assets under management

Total Number of Accounts	332
AUM (Assets Under Management)	$ 355,700,000

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

Monique M. Pressley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monique Marie Pressley's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

STABLEFORD CAPITAL LLC

OSAIC FS, INC.

OSAIC FS, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

HARRISDIRECT LLC

WACHOVIA BROKERAGE SERVICE

Primary Firm SEC Registration

INTELLIGENT CAPITALWORKS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/8/2006

Series 63

Date: 1/5/1999

SIE

Date: 6/20/2016

Series 7

Date: 10/27/1998

Current Firm

INTELLIGENT CAPITALWORKS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLIGENT CAPITALWORKS

TRUST BUT VERIFY

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