Giancarlo Conti, financial advisor Chicago IL
90 score

Giancarlo Conti

CRD Number: 5391725
Current Firm: Bmo Asset Management Corp.

Giancarlo Conti (CRD# 5391725) is an Investment Advisor Representative working at Bmo Asset Management Corp. in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Investment Distributors, LLC Chicago, IL Feb 2016 - Current < 1
Neuberger Berman LLC New York, NY Jun 2010 - Feb 2016 5
Pace University New York, NY Sep 2009 - Jun 2010 < 1
Neuberger Berman LLC New York, NY Jun 2009 - Aug 2009 < 1
Pace University New York, NY Sep 2008 - Jun 2009 < 1
Tottenville High School Staten Island, NY Aug 2007 - Sep 2008 1
Citigroup New York, NY Jun 2007 - Aug 2007 < 1
Tottenville High School Staten Island, NY Sep 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Giancarlo Conti
Phone Number: 312-461-7699
Firm Website: http://www.bmogam.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    42,122
    MILLIONS
  • Total Number of Accounts
    3,167
    ACCOUNTS
  • Average Account Value
    $13,300,399
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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