Monica A. Mcclure
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Monica Amanda Mcclure, who also goes by Monica A Mcclure, Monica Amanda Mcclure, Monica Mcclure, Monica A Schaul, Monica Amanda Schaul, was a registered financial professional .
Monica is a previously registered financial professional and started their career in finance in 2009. Monica had worked at 4 firms and has passed the Series 66, Series 82TO, SIE, Series 3, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 9, 2023 - September 22, 2025
CITI PRIVATE ALTERNATIVES, LLC
May 5, 2023 - September 22, 2025
CITIGROUP GLOBAL MARKETS INC.
August 26, 2019 - September 22, 2025
CITIGROUP GLOBAL MARKETS INC.
August 13, 2012 - August 28, 2019
GOLDMAN SACHS & CO. LLC
August 27, 2009 - August 7, 2012
BARCLAYS CAPITAL INC.
July 15, 2009 - August 7, 2012
BARCLAYS CAPITAL INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 82TO
Date: 5/9/2023
Limited Representative-Private Securities OfferingsCurrent Firm
CITI PRIVATE ALTERNATIVES, LLC
CRD#: 153777 / SEC#: 801-71561, 8-69789
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CITIGROUP INVESTMENT PARTNERS | MEMBER | |
| CONWAY, JOHN JAMES | PRINCIPAL FINANCIAL OFFICER (FINOP) | 1584619 |
| DE ANDRADE, ROBERTO CARLOS | MANAGER | 5841299 |
| JEAN-BAPTISTE, ALEX | CHIEF COMPLIANCE OFFICER | 6828963 |
| ODONNELL, DANIEL GLENN | MANAGER | 3160132 |
| ODONNELL, NIALL | PRINCIPAL OPERATIONS OFFICER | 6830897 |
| REMAK, MICHAEL DAVID | CEO/MANAGER | 2914374 |
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 18,347,749,864 |
Red Flags
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