Aureliana Monteiro is a registered investment advisor at Strategic Wealth Capital, based in San Francisco, CA, with 11 years of industry experience. Aureliana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 66 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment management fee is up to 2.00% of assets under management, billed monthly in advance. Fees may vary based on client circumstances, account size, and service needs.
Fee Estimator
Location
345 California Street, 6th Floor, San Francisco, CA, 94104
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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 Activities
Aureliana owns rental property since 2019. This is an investment-related activity, but requires minimal time.
Employment History
Current Registrations
Strategic Wealth Capital
Previous Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations4 states
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
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