Sheila Monachino is a registered investment advisor, based in Rochester, NY, with 2 years of industry experience.
Location
100 Meridian Centre Blvd, Suite 200, Rochester, NY, 14618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sheila is a principal at Davie Kaplan CPA, P.C. providing tax and accounting services, which takes more than full-time hours. She also serves as treasurer for the Rochester Education Foundation, dedicating minimal time, and is a personal representative for the William F Colella Estate, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Dkcb Financial Advisors, LLC
Davie Kaplan Wealth Care Advisors, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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