Monica A. Izquierdo
Professional summary
Monica Amalia Izquierdo, who also goes by Monica Amelia Izguierdo, Monica Amalia Izquierdo Coloma, is a registered financial advisor currently at TRUE WEALTH ADVISORY GROUP located in Miami Beach, Florida.
Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Monica has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Monica Amalia Izquierdo's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 16, 2023 - Present
TRUE WEALTH ADVISORY GROUP
January 21, 2020 - December 31, 2022
TRUE WEALTH ADVISORY GROUP
January 2, 2018 - March 1, 2021
HIGHTOWER ADVISORS, LLC
March 23, 2009 - July 6, 2012
STANCHART SECURITIES INTERNATIONAL, INC.
September 11, 2008 - March 16, 2009
BRICKELL GLOBAL MARKETS, INC.
June 20, 2007 - December 20, 2007
J.P. MORGAN SECURITIES INC.
Primary Firm SEC Registration
TRUE WEALTH ADVISORY GROUP
CRD#: 306523 / SEC#: 801-123140
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/16/2023)
Exams
Current Firm
TRUE WEALTH ADVISORY GROUP
CRD#: 306523 / SEC#: 801-123140
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 260 |
| AUM (Assets Under Management) | $ 240,117,337 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 09/03/2024 | ||
| 12/11/2023 | ||
| 12/08/2023 |
Red Flags
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