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firm profile

Monarch Capital Group, LLC

BDRIA New York, NY CRD 47815 Last verified October 2026

Overview

Monarch Capital Group, LLC is a Broker Dealer and registered investment adviser based in New York, NY, registered since 2000. Its 4 registered representatives work across 2 branch offices in 1 state.

Employees
8
Registered reps
4
Branch offices
2
Registered since
2000
Jurisdictions
40

As reported in the firm's May 2013 filing.

Contact

1 phone number on file

Practice

Services
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • High Net Worth Individuals
Fee structure
Commissions and Percentage of Assets
Products and services
  • Alternative Investments
  • Corporate Bonds
  • Derivatives
  • Investment Advisory Services
  • Municipal Securities Broker
  • Mutual Fund/Retailer
  • Mutual Funds
  • Non-Enchange Member Transactions
  • Options
  • Private Placements
  • Securities Underwriting
  • Stock
  • 3 more

Executive officers 2 of 2

  • Michael David Potter Chairperson, Chief Executive Officer, Chief Financial Officer CRD 2417023
  • Edward Barry Cohen Financial and Operations Principal

Registered reps 3 of 4

1 more registered rep, with emails, phones and branch locations

Location

Headquarters
370 Lexington Ave Rm 308
New York, NY 10017
County
New York
Metro area
New York-Newark-Jersey City, NY-NJ-PA
Region
Northeast
Branch offices
2 in 1 state

Registrations

  • State registered, limited liability company formed in New York
  • Registered in 40 jurisdictions
  • Website: monarch-capital.com

Every state, with registration dates

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