Emily Harper has been Member / Vice President of Monument Capital Management since July 2021, is not listed as a control person, but directly owns under 5% of the firm. Emily Harper holds an MBA from the University of Virginia Darden School of Business.
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.
Emily M. Harper is Chief Strategy Officer and a Partner of Monument Wealth Management. She leads cross-functional strategic projects that align the firm's people, processes and purpose, including firm growth initiatives, financial management and operational improvements, and works with professionals and families on wealth planning, particularly tax strategy and stock-based compensation. She began her career at T. Rowe Price before joining Monument in 2017.
Emily Harper’s longest registration is the current one, 9 years at Monument Capital Management since 2017. Before joining Monument Capital Management in 2017, Emily Harper was registered through T. Rowe Price Advisory Services, Inc.
- T. Rowe Price Advisory Services, Inc.– · 4 yearsWashington, DC · Adviser representative · Firm CRD 108958
Professional designations
Listed by Monument Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Emily Harper is registered as an investment adviser representative in 2 states. The first approvals date from October 2017; the most recent is Texas, in December 2022.
- TexasSince 15 December 2022
- VirginiaSince 6 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 13 May 2016 |
| Series 24 | General Securities Principal Examination | 8 April 2016 |
| Series 66 | Uniform Combined State Law Examination | 12 January 2013 |
| Series 7 | General Securities Representative Examination | 30 September 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Emily Marie Harper
- CRD
- 5981439
- Firm
- Monument Capital Management · CRD 159882
- Role
- Member / Vice President
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- monumentwealthmanagement.com
Where does Emily Harper work?
Emily Harper has been Member / Vice President of Monument Capital Management, LLC since July 2021.
Is Emily Harper a financial advisor?
Yes. Emily Harper has a current investment-adviser registration in Texas and Virginia, through Monument Capital Management since October 2017.
How many years of experience does Emily Harper have?
Emily Harper has 14 years in the financial industry, since October 2012, across 2 adviser firms.
What exams has Emily Harper passed?
Emily Harper has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 51. The earliest, the Series 7, was passed in September 2012. FINRA credited Emily Harper with the SIE, which began in October 2018.
Where did Emily Harper work before Monument Capital Management?
Before Monument Capital Management, Emily Harper was registered through T. Rowe Price Advisory Services, Inc., January 2013 to September 2017.
Is Emily Harper registered with FINRA?
No. Emily Harper has no current broker registration.
Is Emily Harper a CFP?
Monument Capital Management lists Emily Harper with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Emily M. Harper biography, monumentwealthmanagement.com
How can I verify Emily Harper’s record?
Search CRD 5981439 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Harper’s full registration record.
