Robert MonteCRD 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 33 years of experience in the finance industry.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Jun 2009 - Current||8|
|Monte Financial Group, LLC||Guilford, CT||Jun 2009 - Current||8|
|Morgan Stanley Smith Barney||Guilford, CT||Jul 1991 - Jun 2009||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
Total Assets Under Management162MILLIONS
Total Number of Accounts193ACCOUNTS
Average Account Value$839,840
- 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, TX