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AM

Ahmed I. Monley

STRATEGIC WEALTH MANAGEMENT
LILLINGTON, NC 27546
Some features on this profile are disabled
CRD#: 7182238
AM

Professional summary

Ahmed Iri Monley, who also goes by Ahmed Monley, is a registered financial advisor currently at STRATEGIC WEALTH MANAGEMENT LLC located in Lillington, North Carolina.

Ahmed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ahmed has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ahmed Monley

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 Ahmed Iri Monley'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

May 14, 2026 - Present

STRATEGIC WEALTH MANAGEMENT LLC

Office #1: 124 Van Winkle Street, Lillington, NC 27546
RIA
CRD#: 339812
LILLINGTON, NC
Past

June 26, 2024 - December 5, 2024

VINTAGE WEALTH MANAGEMENT GROUP

RIA
CRD#: 151092
CHARLOTTE, NC
Past

August 9, 2021 - January 8, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Charlotte, NC
Past

August 9, 2021 - January 8, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Charlotte, NC
Past

March 2, 2020 - March 25, 2021

EDWARD JONES

RIA
CRD#: 250
RALEIGH, NC
Past

January 1, 2020 - March 25, 2021

EDWARD JONES

BD
CRD#: 250
RALEIGH, NC

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
North Carolina
(5/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/30/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/29/2019
Securities Industry Essentials Examination

Current Firm

SW
STRATEGIC WEALTH MANAGEMENT LLC
STRATEGIC WEALTH MANAGEMENT | STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 339812 / SEC#:

North Carolina
Registered Investment Advisory firm - (5/1/2026 Approved)
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Contact information

Main Address
124 Van Winkle Street, Lillington, NC 27546
Mailing Address
Phone number
(910) 217-7664
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 339812Lillington, NC 27546

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