Coco M. Lorenzo

MONOGRAPH WEALTH ADVISORS

MANHATTAN BEACH, CA 90266

Some features on this profile are disabled

CRD#: 4598724

Professional summary

Coco M Lorenzo, CFP®, who also goes by Nicole M Lorenzo, is a registered financial advisor currently at MONOGRAPH WEALTH ADVISORS, LLC located in Manhattan Beach, California.

Coco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Coco has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicole M Lorenzo

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 Coco M Lorenzo'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®

CFP^®

Certified Financial Planner

Experience

Current

April 14, 2022 - Present

MONOGRAPH WEALTH ADVISORS, LLC

Office #1: 1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266

RIA

CRD#: 173949

MANHATTAN BEACH, CA

Past

April 30, 2014 - January 31, 2017

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

February 18, 2014 - April 29, 2014

KEY WEST INVESTMENTS, LLC

CRD#: 149418

SAN GABRIEL, CA

Past

September 21, 2011 - January 31, 2017

STONEMARK WEALTH MANAGEMENT

RIA

CRD#: 158413

PASADENA, CA

Past

May 17, 2011 - January 28, 2014

GIRARD SECURITIES, INC.

CRD#: 18697

PASADENA, CA

Past

June 2, 2010 - May 2, 2011

SENTINEL SECURITIES, LLC.

CRD#: 110942

PASENDA, CA

Past

September 23, 2009 - January 11, 2012

WESPAC ADVISORS, LLC

RIA

CRD#: 148242

PASADENA, CA

Past

December 10, 2008 - July 7, 2009

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

BEVERLY HILLS, CA

Past

December 10, 2008 - July 7, 2009

HILLTOP SECURITIES INC.

CRD#: 6220

BEVERLY HILLS, CA

Past

October 28, 2005 - April 7, 2009

M.L. STERN & CO., LLC.

RIA

CRD#: 8327

BEVERLY HILLS, CA

Past

October 28, 2005 - July 6, 2009

TOWER ASSET MANAGEMENT LLC

RIA

CRD#: 107919

BEVERLY HILLS, CA

Past

October 28, 2005 - April 3, 2009

M.L. STERN & CO., LLC.

CRD#: 8327

BEVERLY HILLS, CA

Past

August 15, 2005 - November 4, 2005

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

BEVERLY HILLS, CA

Past

March 31, 2005 - November 4, 2005

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

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".

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH | MONOGRAPH WEALTH ADVISORS, LLC

CRD#: 173949 / SEC#: 801-80679

RIA

Registered Investment Advisory firm - (1/2/2015 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.

Highlighted states indicate IAR registrations

IAR

California
(4/14/2022)

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: 8/12/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2005

General Securities Representative Examination

Current Firm

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH | MONOGRAPH WEALTH ADVISORS, LLC

CRD#: 173949 / SEC#: 801-80679

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266

Mailing Address

Phone number

(310) 496-7377

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

MONOGRAPH WEALTH ADVISORS - FORM ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,059
AUM (Assets Under Management)	$ 2,578,025,744

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.

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brea, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Coco M. Lorenzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Coco M Lorenzo's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

KEY WEST INVESTMENTS, LLC

STONEMARK WEALTH MANAGEMENT

GIRARD SECURITIES, INC.

SENTINEL SECURITIES, LLC.

WESPAC ADVISORS, LLC

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

M.L. STERN & CO., LLC.

TOWER ASSET MANAGEMENT LLC

M.L. STERN & CO., LLC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

MONOGRAPH WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2005

SIE

Date: 1/31/2017

Series 7

Date: 3/30/2005

Current Firm

MONOGRAPH WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONOGRAPH WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors