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MONORAIL SECURITIES LLC

SARASOTA, FL · CRD 285309 · IAPD ↗ · monorail.com · (941) 925-2121

$388.7MRegulatory AUM
3Advisory reps
7Employees
0Clients
More than 500Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — MONORAIL SECURITIES LLC reported RAUM up 32% ($295.0M -> $388.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — MONORAIL SECURITIES LLC reported RAUM up 200818% ($146,815 -> $295.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2024 — MONORAIL SECURITIES LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.