MC
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Monica Chandra

11 Years of Experience
Naples, FL
Broker

Monica Chandra is a registered investment advisor, based in Naples, FL, with 11 years of industry experience.

Location

999 Vanderbilt Beach Road, Suite 200, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Monica is a board member of Leader ZInvest LLC, a venture firm making technology investments, since 2019. She also serves on the board of trustees for the Museum of Fine Arts, Boston, and the Dana-Farber Cancer Institute, and represents homeowners at One Dalton.

Employment History
Current Registrations
Vigilant Distributors, LLCBroker
October 2024 - Present · 1 yr 7 mos
Vigilant Distributors, LLC
October 2024 - Present · 1 yr 7 mos
3edge Asset Management, LP
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Foreside Fund Services, LLCBroker
January 2018 - May 2020 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
January 2008 - April 2008 · 3 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 2007 - January 2008 · 10 mos
State Registrations3 states
FLLAMA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Monica Chandra - Financial Advisor | TrueAdvisor