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AURELIANA LOPES MONTEIRO
CRD#: 6188659
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Investment Adviser
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Previous Broker
STRATEGIC WEALTH CAPITALCRD#: 326299 345 CALIFORNIA STREET, 6TH FLOOR
SAN FRANCISCO, CA 94104
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2019 - 2023 (3 years)IASTRATEGIC WEALTH CAPITAL (CRD# 326299)2023 - Present (1 year)BMORGAN STANLEY (CRD# 149777)2014 - 2019 (4 years)IAMORGAN STANLEY (CRD# 149777)2015 - 2019 (4 years)
License(s)

State Registrations

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California 6/5/2023

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Texas 8/18/2023

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New York 8/30/2023

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Virginia 8/18/2023

Current Registration(s)
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STRATEGIC WEALTH CAPITAL (CRD#:326299)
345 CALIFORNIA STREET, 6TH FLOOR, SAN FRANCISCO, CA 94104
Registered with this firm since 6/5/2023

Previous Registration(s)
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09/13/2019 - 06/30/2023 SANCTUARY ADVISORS, LLC (CRD#:226606) San Francisco, CA
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09/13/2019 - 06/30/2023 SANCTUARY SECURITIES, INC. (CRD#:205) San Francisco, CA
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02/09/2015 - 09/16/2019 MORGAN STANLEY (CRD#:149777) SAN FRANCISCO, CA
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10/13/2014 - 09/16/2019 MORGAN STANLEY (CRD#:149777) SAN FRANCISCO, CA
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.