Steven Monji is a registered investment advisor, based in Irvine, CA, with 16 years of industry experience.
Location
530 Technology Dr, Suite 100 & 200, Irvine, CA, 92618
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is involved in several outside business activities, including selling equity indexed annuities, tax preparation/accounting, and providing accounting services. He also works as an insurance agent and meets with clients regarding their investment and insurance needs, dedicating nearly full-time hours to Advantage Tax & Wealth.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Nylife Securities LLCBroker
Great Pacific SecuritiesBroker
Mischler Financial Group, INC.Broker
State Registrations22 states
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