Kulanan Monroe

GREENPORT FINANCIAL ADVISERS

NORTH CANTON, OH 44720

Some features on this profile are disabled

CRD#: 5615870

Professional summary

Kulanan Monroe is a registered financial advisor currently at GREENPORT FINANCIAL ADVISERS INC. located in North Canton, Ohio.

Kulanan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kulanan has worked at 3 firms and has passed the Series 66 and Series 7 exams.

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 Kulanan Monroe'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

December 11, 2013 - Present

GREENPORT FINANCIAL ADVISERS INC.

Office #1: 1376 S. Main St, North Canton, OH 44720

RIA

CRD#: 105328

NORTH CANTON, OH

Past

March 14, 2011 - February 3, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CANTON, OH

Past

January 4, 2011 - February 3, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CANTON, OH

Past

May 27, 2010 - December 14, 2010

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

MILLERSBURG, OH

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

Ohio
(12/11/2013)

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: 3/10/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/26/2010

General Securities Representative Examination

Current Firm

GREENPORT FINANCIAL ADVISERS INC.

GREENPORT FINANCIAL ADVISERS INC | NAVIGATOR FINANCIAL ADVISERS INC | GREENPORT FINANCIAL ADVISRES INC. | GREENPORT FINANCIAL ADVISERS INC.

CRD#: 105328 / SEC#: 801-35397

RIA

Registered Investment Advisory firm - (6/26/2012 Terminated)

Ohio

Registered Investment Advisory firm - (6/12/2012 Approved)

Texas

Registered Investment Advisory firm - (1/7/2014 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

1376 S. Main St, North Canton, OH 44720

Mailing Address

Phone number

(330) 433-1800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	303
AUM (Assets Under Management)	$ 66,078,167

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

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Ian Mcleod

IMPACT INVESTORS

IAR

San Francisco, CA

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kulanan Monroe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kulanan Monroe's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENPORT FINANCIAL ADVISERS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE O.N. EQUITY SALES COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/2011

Series 7

Date: 5/26/2010

Current Firm

GREENPORT FINANCIAL ADVISERS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENPORT FINANCIAL ADVISERS INC.

TRUST BUT VERIFY

Similar Advisors