Monere Wealth Management, Inc. is an SEC Registered Investment Advisor (RIA) and an affiliate of Monere Investments, Inc., a broker-dealer. Both companies are owned by Monere Holdings, Inc.
Advisory business is housed on Lockwood's platform and assets are custodied with Pershing, LLC (our clearing firm). Lockwood Advisors, Inc. along with Pershing are subsidiaries of BNY Mellon. RRs doing advisory business must be Series 65 or 66 licensed or have a professional designation CFP or CFA. Additional restrictions apply to RR serving as a Portfolio Manager on a fully discretionary basis.
Monere Wealth Management, Inc. offers access to many top Portfolio Managers and their products through outside asset managers as well as in-house customized portfolios.