Bianca Sophie San
Investment Adviser Representative at Monument Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bianca Sophie San is an investment adviser representative with Monument Wealth Management in Alexandria, VA, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Cassaday & Company, Inc. and AMJ Financial Wealth Management LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Virginia.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AMJ Financial Wealth ManagementJun 2019 – Feb 2023Leesburg, VA
- Virginia TechJul 2015 – May 2019Blacksburg, VA
- AMJ Financial Wealth ManagementMay 2018 – Aug 2018Leesburg, VA
- Monument Wealth ManagementJul 2025 – no end date reportedAlexandria, VA
- Cassaday & CompanyFeb 2023 – Jun 2025McLean, VA
- Gates HudsonJun 2017 – Aug 2017Crystal City, VA
- Osaic WealthFeb 2023 – Jul 2025McLean, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Monument Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $3,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Alexandria, VA
- SEC file number:
- 801-76802
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
View full firm profileOther advisors at Monument Wealth Management
8 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bianca Sophie San has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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