Monica Barrera (CRD# 1662932) is an Investment Advisor Representative working at The Caprock Group, LLC in Chicagp, IL and has over 21 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grey Street Capital | Chicago, IL | Jun 2019 - Current | 4 |
| Merrill Lynch | Chicago, IL | Mar 2011 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- IL
-
Total Assets Under Management6,922MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$21,834,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, ID, IL, NJ, TX, UT, WA
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