William LeeteCRD Number: 2400776
Current Firm: Monte Financial Group, LLC
William Leete (CRD# 2400776) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 28 years of experience in the finance industry. William Leete has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Springboard Asset Management LLC
Equitable Advisors, LLC
Citizens Investment Services
|Monte Financial Group, LLC||Guilford, CT||Mar 2016 - Current||5|
|Park Avenue Securities LLC||Madison, CT||Sep 2014 - Current||7|
|Guardian Life Insurance Co||Madison, CT||Sep 2014 - Current||7|
|Linsco/private Ledger Corp.||N. Branford, CT||Feb 2005 - Sep 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
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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