Benjamin MonteCRD 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.
Springboard Asset Management LLC
Equitable Advisors, LLC
Citizens Investment Services
|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|
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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