Tony Montanari, financial advisor Charlotte NC
104 score

Tony Montanari

ACM Wealth Management

CRD Number: 3089483
Current Firm: Prospera Financial Services, Inc.
Compensation Model: Both

Tony Montanari (CRD# 3089483) is the Founder and a Financial Advisor for ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a five-time Independent Broker Dealer of the year by Investment Advisor Magazine.

 

Tony began his career in financial services in 1998 and spent his first 11 years with two large Wall Street firms advising high net worth clients and training other financial advisors. With a passion for educating individual investors, he also taught financial planning & investing programs for local employers such as Cisco Systems, CREE, JDS Uniphase and the State Government of North Carolina.

 

In early 2009, Tony decided to join a start-up independent firm as a financial advisor and key member of the executive team. In less than four years, he played a crucial role in expanding the product platform, developing the firm's marketing materials and website, recruiting financial advisors and enhancing the company's brand. During his short tenure, he was instrumental in the firm growing from 5 to 75 financial advisors and from $2 million to $14 million in annual revenues.

 

Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2016, 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire.

 

Tony and his two children, Evan & Emma, reside in the Lake Norman area of Charlotte, NC. He is a member of IMCA, FSI, The Rams Club and Verdict Ridge Country Club.  Tony also serves on the Board of Directors for Sally's YMCA

 

 

 

Securities and Advisory Services offered through Prospera Financial Services. Member FINRA/SIPC.

CONTACT
Advisory Practice Details
Services Offered:
  • Life
  • Long-term care
  • Estate planning
  • Employer retirement plans
  • Social security and retirement income
  • Alternative investments (e.g., hedge funds, private equity)
  • Asset allocation (advice only, not execution)
  • Indexing / passive investing
  • Investment management
  • Career change
  • College preparation
  • Divorce
  • Retirement planning
  • Sudden wealth
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • Approaching retirement
  • Career changers
  • Mid-career professionals
  • Retirees
  • Widow(er)s
  • Young professionals
Professional Designations and Affiliations
Company Name Location Dates Years
Prospera Financial Services, Inc. Dallas, TX Jun 2012 - Current 4
Capital Guardian, LLC Gastonia, NC Feb 2009 - Jun 2012 3
Citigroup Global Markets Inc. Charlotte, NC Feb 2003 - Jan 2009 5
Prudential Securities Durham, NC Dec 1998 - Mar 2003 4
Degree School Major Graduation Date
Bachelor of Arts University of North Carolina at Chapel Hill Exercise & Sports Science May 1998
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S7 General Securities Representative Examination (GS) Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 1998
S31 Futures Managed Funds Examination Aug 2014
Insights by Tony Montanari
Contact Info for Tony Montanari
Phone Number: (877) 707-5429
Advisor Website: http://www.ACM-Wealth.com
Registered State(s):
  • NC
  • CA
  • CT
  • FL
  • GA
  • IL
  • MA
  • MN
  • NJ
  • NY
  • OH
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