Monica Boulter has been an investment adviser representative at CSP Financial Group since September 2023, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
Monica Boulter’s longest registration is the current one, 3 years at CSP Financial Group since 2023. Before joining CSP Financial Group in 2023, Monica Boulter was registered through Weldon and Weldon Financial Coaching.
- CSP Financial Group LLCCurrent– present · 3 yearsBaltimore, MD · Adviser representative · Firm CRD 310819
- Weldon and Weldon Financial Coaching– · 1 yearBaltimore, MD · Adviser representative · Firm CRD 308640
Investment adviser representative registrations
Monica Boulter is registered as an investment adviser representative in Maryland, since September 2023.
- MarylandSince 13 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2020 |
| SIE | Securities Industry Essentials Examination | 29 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Monica Michelle Boulter
- CRD
- 7428047
- Firm
- CSP Financial Group · CRD 310819
- Office
- Baltimore, MD
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Monica Boulter work?
Monica Boulter is an investment adviser representative registered through CSP Financial Group LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Monica Boulter a financial advisor?
Yes. Monica Boulter has a current investment-adviser registration in Maryland, through CSP Financial Group since September 2023.
How many years of experience does Monica Boulter have?
Monica Boulter has 4 years in the financial industry, since April 2022, across 2 adviser firms.
What exams has Monica Boulter passed?
Monica Boulter has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2020.
Where did Monica Boulter work before CSP Financial Group?
Before CSP Financial Group, Monica Boulter was registered through Weldon and Weldon Financial Coaching, April 2022 to September 2023.
Where is Monica Boulter based?
Monica Boulter’s registered office is in Baltimore, MD.
Is Monica Boulter registered with FINRA?
No. Monica Boulter has no current broker registration.
How can I verify Monica Boulter’s record?
Search CRD 7428047 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Monica Boulter’s full registration record.
