Nathan W. Tonsager
Professional summary
Nathan Wade Tonsager, who also goes by Nathan Tonsager, Nathan Wade Tonsager, is a registered financial advisor currently at MONUMENT WEALTH MANAGEMENT located in East Northport, New York.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Wade Tonsager's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 14, 2022 - Present
MONUMENT WEALTH MANAGEMENT
Office #2: 1940 Duke Street Suite 6100, Alexandria, VA 22314October 2, 2018 - June 3, 2022
MADISON AVENUE SECURITIES, LLC
July 24, 2018 - June 3, 2022
CAMPBELL WEALTH MANAGEMENT, INC.
May 30, 2018 - October 5, 2018
LPL FINANCIAL LLC
June 27, 2017 - April 27, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 27, 2017 - April 27, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 10, 2016 - June 22, 2017
BUTTONWOOD PARTNERS, INC.
Primary Firm SEC Registration
MONUMENT WEALTH MANAGEMENT
CRD#: 159882 / SEC#: 801-76802
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/27/2023)
(6/16/2022)
(6/14/2022)
Exams
Current Firm
MONUMENT WEALTH MANAGEMENT
CRD#: 159882 / SEC#: 801-76802
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 842 |
| AUM (Assets Under Management) | $ 465,089,490 |
Red Flags
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