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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

SCOTT EUGENE MONSON

Advisor at MISSIONSQUARE WEALTH MANAGEMENT

Saratoga Springs, UT | Murrieta, CA

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Search this name across graphsid dfx:ria:f2d9be34-78dd-5fba-ceb1-ec6adda7da97

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSIONSQUARE WEALTH MANAGEMENT
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 21, 1996
First registration: Jan 26, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2756800

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSIONSQUARE WEALTH MANAGEMENT	No RAUM reported	Mar 6, 2026	n/a	yes	Murrieta, CA\|Saratoga Springs, UT	Current employment
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	Feb 1, 2022	Mar 6, 2026	no	WASHINGTON, DC\|Saratoga Springs, UT	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 10, 2022	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 26, 2001	Jul 13, 2018	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MISSIONSQUARE RETIREMENT	MISSIONSQUARE WEALTH MANAGEMENT	Mar 6, 2026	Mar 6, 2026	0	Bulk transfer	Ibd to new firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS	MISSIONSQUARE RETIREMENT	Jan 10, 2022	Feb 1, 2022	22	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ MISSIONSQUARE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 6, 2026 to presentfactForm ADV
→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: previous registration
Feb 1, 2022 to Mar 6, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 10, 2022factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 26, 2001 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jan 10, 2022
Advisor changed firm
Scott Eugene Monson left Fidelity Personal And Workplace Advisors for Missionsquare Retirement (registered 2022-02-01)
Form ADVobserved 3 days ago