Daniel MonteCRD Number: 6160115
Current Firm: Harbor Capital Advisory Services, Inc.
Daniel Monte (CRD# 6160115) is an Investment Advisor Representative working at Harbor Capital Advisory Services, Inc. in Fairport, NY and has over 4 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|American Portfolios Financial Services, Inc.||Fairport, NY||Feb 2013 - Current||5|
|Laveen Elementary School District||Laveen, AZ||Jul 2008 - Current||9|
|Cartwright Elementary School District||Phoenix, AZ||Jan 2007 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management39MILLIONS
Total Number of Accounts457ACCOUNTS
Average Account Value$85,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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