CAITLIN ANN MONAHAN is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with CLEARSTEAD ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 2025-05-29 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2023-03-07 | 2024-04-30 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2023-03-08 | — |
| STRATEGIC ADVISERS LLC | 2015-04-02 | 2018-07-13 | — |