Fatemeh Ashouri has been an investment adviser representative at Monarch Wealth Strategies since April 2026, and is not listed among the firm’s executive officers or direct owners. Fatemeh Ashouri holds a Master of Business Administration in Marketing from Amir Kabir University of Technology and a Bachelor of Science in Civil Engineering from Sharif University of Technology.
Monarch Wealth Strategies is a Santa Barbara, CA firm with $463M under management, 396 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Naz Ashouri is Wealth Advisor Associate of Monarch Wealth Strategies. She joined Monarch in 2026 and helps clients navigate financial decisions. Earlier, she worked in banking and venture capital, guiding entrepreneurs through financial planning, business analysis, and growth strategies.
- Monarch Wealth StrategiesCurrent– present · under a yearLos Angeles, CA · Adviser representative · Firm CRD 136029
Investment adviser representative registrations
Fatemeh Ashouri is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 27 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 June 2025 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 June 2025 |
| SIE | Securities Industry Essentials Examination | 16 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8077044
- Firm
- Monarch Wealth Strategies · CRD 136029
- Office
- 6430 Sunset Blvd Suite 1433, Los Angeles, CA 90028
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mwsus.com
Where does Fatemeh Ashouri work?
Fatemeh Ashouri is an investment adviser representative registered through Monarch Wealth Strategies since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Fatemeh Ashouri a financial advisor?
Yes. Fatemeh Ashouri has a current investment-adviser registration in California, through Monarch Wealth Strategies since April 2026.
How many years of experience does Fatemeh Ashouri have?
Fatemeh Ashouri has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Fatemeh Ashouri passed?
Fatemeh Ashouri has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in May 2025.
Where is Fatemeh Ashouri based?
Fatemeh Ashouri’s registered office is in Los Angeles, CA.
Is Fatemeh Ashouri registered with FINRA?
No. Fatemeh Ashouri has no current broker registration.
How can I verify Fatemeh Ashouri’s record?
Search CRD 8077044 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Fatemeh Ashouri’s full registration record.
