William Monsted has been an investment adviser representative at Gilbert Greg RIA since April 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
William Monsted’s longest registration is the current one, 6 years at Gilbert Greg RIA since 2020. Before joining Gilbert Greg RIA in 2020, William Monsted was registered through Infinity Financial Services and Harger and Company, Inc.
- – present · 6 yearsNew Orleans,, LA · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · 6 yearsOakland, CA · Adviser representative · Firm CRD 144302
- Harger and Company, Inc.– · under a yearBaton Rouge, LA · Adviser representative · Firm CRD 10385
- Harger and Company, Inc.– · 5 yearsBaton Rouge, LA · Adviser representative · Firm CRD 10385
Investment adviser representative registrations
William Monsted is registered as an investment adviser representative in Louisiana, since April 2020.
- LouisianaSince 17 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 April 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 1990 |
| Series 7 | General Securities Representative Examination | 16 September 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Stuart Monsted
- CRD
- 1980128
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- New Orleans,, LA
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Monsted work?
William Monsted is an investment adviser representative registered through Gilbert Greg RIA, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is William Monsted a financial advisor?
Yes. William Monsted has a current investment-adviser registration in Louisiana, through Gilbert Greg RIA since April 2020.
How many years of experience does William Monsted have?
William Monsted has 35 years in the financial industry, since December 1990, across 3 adviser firms.
What exams has William Monsted passed?
William Monsted has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in September 1989. FINRA credited William Monsted with the SIE, which began in October 2018.
Where did William Monsted work before Gilbert Greg RIA?
Before Gilbert Greg RIA, William Monsted was registered through Harger and Company, Inc., January 2014 to June 2014; Harger and Company, Inc., August 2002 to January 2008.
Where is William Monsted based?
William Monsted’s registered office is in New Orleans,, LA.
Is William Monsted registered with FINRA?
Yes. William Monsted has a current broker registration, under CRD 1980128.
Source: FINRA BrokerCheck
How can I verify William Monsted’s record?
Search CRD 1980128 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Monsted’s full registration record.