Monica (. Chandra

3EDGE ASSET MANAGEMENT, LP

Boston, MA 02110

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CRD#: 4371882

Professional summary

Monica (nmn) Chandra, who also goes by Monica Chandra, is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Boston, Massachusetts and VIGILANT DISTRIBUTORS, LLC located in Boston, Massachusetts.

Monica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Monica has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Monica Chandra

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.

Leader ZInvest LLC; Non-Investment Related; Arlington, MA; 7/30/2019; Venture firm making technology investments; Board Member; Review investment opportunities for the LLC; 1 hour per month with 0 during trading hours. Monica Chandra is registered with 3Edge Asset Management, LP, a SEC Registered Investment Advisor and Vigilant Distributors, LLC, an unaffiliated Broker Dealer. Private Residence at One Dalton: Represent the perspective of other homeowners to ensure that the association is managed well. Museum of Fine Arts, Boston: As a member of the Board of Trustees, help develop and support the museum's mission and programs and serve on appointed committees to oversee practices of key functional areas of the Museum. Dana-Farber Cancer Institute: As a member of the Board of Trustees, help develop and review the Institute's overall mission and strategy and guide its long-term goals and policies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica (nmn) Chandra'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®

None

Experience

Current

February 22, 2016 - Present

3EDGE ASSET MANAGEMENT, LP

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

RIA

CRD#: 282059

Boston, MA

Current

October 15, 2024 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

CRD#: 285573

Boston, MA

Past

January 24, 2018 - May 12, 2020

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Boston, MA

Past

January 1, 2008 - April 2, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MARLBOROUGH, MA

Past

March 28, 2007 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

MARLBOROUGH, MA

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".

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 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.

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

IAR

Louisiana
(3/9/2017)

IAR

Massachusetts
(2/22/2016)

Massachusetts
(11/27/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/2/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/20/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/30/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

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Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(844) 903-3343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,663,823,851

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

Monica (. Chandra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica (nmn) Chandra's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILANT DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

3EDGE ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/2018

Series 65

Date: 2/20/2016

Series 7TO

Date: 3/30/2024

SIE

Date: 10/1/2018

Series 7

Date: 1/24/2018

Series 24

Date: 6/29/2007

FINRA

Current Firm

3EDGE ASSET MANAGEMENT, LP

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

3EDGE ASSET MANAGEMENT, LP

TRUST BUT VERIFY

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