Nathan Tonsager has been an investment adviser representative at Monument Capital Management since June 2022, 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.
Nathan Tonsager’s longest registration is the current one, 4 years at Monument Capital Management since 2022. Before joining Monument Capital Management in 2022, Nathan Tonsager was registered through Campbell Wealth Management, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Campbell Wealth Management, Inc.– · 3 yearsAlexandria, VA · Adviser representative · Firm CRD 152956
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearAlexandria, VA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Nathan Tonsager is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2022; the most recent is New York, in April 2023.
- New YorkSince 27 April 2023
- TexasResidentSince 16 June 2022
- VirginiaSince 14 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 December 2016 |
| Series 7 | General Securities Representative Examination | 10 August 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Wade Tonsager
- CRD
- 6344030
- Firm
- Monument Capital Management · CRD 159882
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Nathan Tonsager work?
Nathan Tonsager is an investment adviser representative registered through Monument Capital Management, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Tonsager a financial advisor?
Yes. Nathan Tonsager has a current investment-adviser registration in New York, Texas and Virginia, through Monument Capital Management since June 2022.
How many years of experience does Nathan Tonsager have?
Nathan Tonsager has 10 years in the financial industry, since September 2016, across 3 adviser firms.
What exams has Nathan Tonsager passed?
Nathan Tonsager has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2016. FINRA credited Nathan Tonsager with the SIE, which began in October 2018.
Where did Nathan Tonsager work before Monument Capital Management?
Before Monument Capital Management, Nathan Tonsager was registered through Campbell Wealth Management, Inc., July 2018 to June 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2017 to April 2018.
Is Nathan Tonsager registered with FINRA?
No. Nathan Tonsager has no current broker registration.
How can I verify Nathan Tonsager’s record?
Search CRD 6344030 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Tonsager’s full registration record.
