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AS

Alfred D. Sharp

MULLER & MONROE ASSET MANAGEMENT
Some features on this profile are disabled
CRD#: 5500857
AS

Professional summary

Alfred Demetri Sharp is a registered financial advisor currently at MULLER & MONROE ASSET MANAGEMENT,LLC .

Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Alfred has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Alfred Demetri Sharp's 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

August 7, 2008 - Present

MULLER & MONROE ASSET MANAGEMENT,LLC

RIA
CRD#: 132073
Past

August 7, 2008 - November 20, 2017

ILLINOIS PRIVATE EQUITY FUND-OF-FUNDS G.P., LLC

RIA
CRD#: 133363
CHICAGO, IL

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".
M&
MULLER & MONROE ASSET MANAGEMENT,LLC
MULLER & MONROE ASSET MANAGEMENT,LLC

CRD#: 132073 / SEC#: 801-69275

RIA
Registered Investment Advisory firm - (7/3/2008 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
Illinois
(8/7/2008)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/6/2008
Uniform Investment Adviser Law Examination

Current Firm

M&
MULLER & MONROE ASSET MANAGEMENT,LLC
MULLER & MONROE ASSET MANAGEMENT,LLC

CRD#: 132073 / SEC#: 801-69275

RIA
Registered Investment Advisory firm - (7/3/2008 Approved)
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Contact information

Main Address
180 N. Stetson Avenue Suite 1320, Chicago, IL 60601-6820
Mailing Address
Phone number
(312) 782-7771
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

M2AM FORM ADV PART 2A 7.15.25 (7/15/2025)
M2AM FORM ADV PART 2B 7.15.25 (7/15/2025)

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 1,523,579,042

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MULLER & MONROE ASSET MANAGEMENT,LLC

CRD#: 132073

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