# MONICA KRISTINA SZAKOS

MONICA KRISTINA SZAKOS is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with BELPOINTE ASSET MANAGEMENT LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BELPOINTE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/143440) | 2024-12-03 | present | Yes |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164081) | 2022-01-04 | 2024-12-31 | — |
| [ARETE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/145488) | 2020-04-15 | 2023-10-26 | — |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164081) | 2016-12-17 | 2021-12-31 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2014-08-05 | 2016-11-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5914794)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5914794.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.