Anthony Montano, financial advisor Houston TX
93 score

Anthony Montano

CRD Number: 1437846
Current Firm: Mitchell Group Inc.

Anthony Montano (CRD# 1437846) is an Investment Advisor Representative working at Mitchell Group Inc. in Houston, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
The Mitchell Group, Inc. Houston, TX May 2011 - Current 5
N/a Easton, CT Dec 2010 - May 2011 < 1
Ticonderoga Securities LLC New York, NY Mar 2010 - Nov 2010 < 1
Ihs Herold Norwalk, CT Feb 2008 - Mar 2010 2
Access Securities Stamford, CT Aug 2003 - Feb 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Jun 2010
Contact Info for Anthony M. Montano
Phone Number: 713-759-2070
Firm Website: http://www.tmgenergy.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    777
    MILLIONS
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $7,131,409
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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