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MONK, STAN
MONK, STANLEY EARL
CRD 129443 · SEC 801-69291
NY, United States
Phone
212-663-0724
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$76.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $57.4M |
| High net worth individuals | 2 | $18.9M |
States served
NY
Official SEC filing: View on IAPD