AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MW

Monica R. Wood

CAYMUS SECURITIES LLC
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 7197645
MW

Professional summary

Monica Renee Wood, who also goes by Monica Renee Phelps, Monica Wood, is a registered financial professional currently at CAYMUS SECURITIES LLC located in Atlanta, Georgia.

Monica is registered as a RR (Registered Representative) and started their career in finance in 2021. Monica has worked at 2 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Monica Renee Phelps | Monica Wood

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) - BD

Click below to view Monica Renee Wood's CRS (Customer Relationship Summary).
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 8, 2024 - Present

CAYMUS SECURITIES LLC

Office #1: 2727 Paces Ferry Rd Se Building 1, Suite 1650, Atlanta, GA 30339
BD
CRD#: 126183
Atlanta, GA
Past

March 5, 2021 - August 9, 2024

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Principal/Supervisory Exam
RR
Series 27
Date: 3/5/2021
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CAYMUS SECURITIES LLC
CAYMUS SECURITIES LLC

CRD#: 126183 / SEC#: , 8-65862

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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
2727 Paces Ferry Rd Se Building 1, Suite 1650, Atlanta, GA 30339
Mailing Address
2727 Paces Ferry Rd Se Building 1, Suite 1650, Atlanta, GA 30339
Phone number
(404) 995-8300
Established
Delaware since 02/07/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAYMUS EQUITY PARTNERS LLCMEMBER
FAUX, GEOFFREY LEWISDESIGNATED PRINCIPAL/CCO1555251
MAGGARD, JOHN OLIVERREGISTERED PRINCIPAL1259431
WOOD, MONICA RENEEFINOP7197645

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

CAYMUS SECURITIES LLC

CRD#: 126183Atlanta, GA 30339

TRUST BUT VERIFY

Monitor Monica Wood

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
TP
Tyrane PerryAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Atlanta, GA
AP
Alexander PaslayAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Woodstock, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics