Robert Monte, financial advisor Guilford CT
93 score

Robert Monte

CRD Number: 1259890
Current Firm: Monte Financial Group, LLC

Robert Monte (CRD# 1259890) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jun 2009 - Current 7
Monte Financial Group, LLC Guilford, CT Jun 2009 - Current 7
Morgan Stanley Smith Barney Guilford, CT Jul 1991 - Jun 2009 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for Robert J. 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
93
Clean Record
This advisor has a clean track record with regulators.

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