Benjamin Monte, financial advisor Guilford CT

Benjamin Monte

CRD Number: 7274760
Current Firm: Monte Financial Group, LLC

Benjamin Monte (CRD# 7274760) 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 Feb 2020 - Current 1
Fidelity Investments Boston, MA Jun 2017 - Feb 2020 2
Stone Hill College 320 Washington Street, MA Sep 2013 - Jun 2017 3
Guilford High School Guilford, CT Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Benjamin T. Monte
Phone Number: 203-453-6851
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    288
    MILLIONS
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $931,318
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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