Alexander Monte, financial advisor Guilford CT
88 score

Alexander Monte

CRD 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 1 year of experience in the finance industry.

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Company Name Location Dates Years
Monte Financial Group, LLC Guilford, CT Jun 2014 - Current 2
Roger Williams University Bristol, RI Sep 2010 - May 2014 3
Guilford Public Schools Guilford, CT Apr 1997 - Jun 2010 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Alexander R. Monte
Phone Number: 203-453-6851
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    162
    MILLIONS
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $839,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, MA, ME, NC, NY, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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