Alexander MonteCRD Number: 6351502
Current Firm: Monte Financial Group, LLC
Alexander Monte (CRD# 6351502) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 6 years of experience in the finance industry.
Springboard Asset Management LLC
Equitable Advisors, LLC
Citizens Investment Services
|Monte Financial Group, LLC||Guilford, CT||Jun 2014 - Current||7|
|Roger Williams University||Bristol, RI||Sep 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2015|
Total Assets Under Management288MILLIONS
Total Number of Accounts309ACCOUNTS
Average Account Value$931,318
- 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
- Selection of other advisers (including private fund managers)
CT, FL, MA, ME, NC, NY, PA, TX, VA
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