Benjamin Monte (CRD# 7274760) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 3 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monte Financial Group LLC | Guilford, CT | Feb 2020 - Current | 4 |
| Fidelity Investments | Boston, MA | Jun 2017 - Feb 2020 | 2 |
| Stone Hill College | 320 Washington Street, MA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CT
-
Total Assets Under Management373MILLIONS
-
Total Number of Accounts404ACCOUNTS
-
Average Account Value$922,746
- 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)
- Other
CT, FL, GA, MA, ME, NC, NY, PA, TX, VA
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