Bianca San has been an investment adviser representative at Monument Capital Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Monument Capital Management, LLC is an Alexandria, VA firm with $648M under management, 239 clients and 9 advisers across 9 offices, as of its August 2026 filing.
Bianca San’s longest registration was 1 year at Cassaday & Company, Inc. (2023–2025). Before joining Monument Capital Management in 2025, Bianca San was registered through Cassaday & Company, Inc. and Amj Financial Wealth Management LLC.
- Cassaday & Company, Inc.– · 1 yearMcLean, VA · Adviser representative · Firm CRD 317672
- Amj Financial Wealth Management LLC– · 1 yearLeesburg, VA · Adviser representative · Firm CRD 162878
Investment adviser representative registrations
Bianca San is registered as an investment adviser representative in 2 states. Each was approved in July 2025.
- TexasSince 15 July 2025
- VirginiaSince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 2024 |
| Series 7TO | General Securities Representative Examination | 27 November 2023 |
| SIE | Securities Industry Essentials Examination | 27 April 2023 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Bianca Sophie San
- CRD
- 6978728
- Firm
- Monument Capital Management · CRD 159882
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Bianca San work?
Bianca San is an investment adviser representative registered through Monument Capital Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bianca San a financial advisor?
Yes. Bianca San has a current investment-adviser registration in Texas and Virginia, through Monument Capital Management since July 2025.
How many years of experience does Bianca San have?
Bianca San has 4 years in the financial industry, since June 2022, across 3 adviser firms.
What exams has Bianca San passed?
Bianca San has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in April 2023.
Where did Bianca San work before Monument Capital Management?
Before Monument Capital Management, Bianca San was registered through Cassaday & Company, Inc., July 2023 to July 2025; Amj Financial Wealth Management LLC, December 2021 to February 2023.
Is Bianca San registered with FINRA?
No. Bianca San has no current broker registration.
How can I verify Bianca San’s record?
Search CRD 6978728 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bianca San’s full registration record.
