Mary Montanari, financial advisor Norwell MA

Mary Montanari

CRD Number: 4876073
Current Firm: Montanari Financial Advisors Inc.

Mary Montanari (CRD# 4876073) is an Investment Advisor Representative working at Montanari Financial Advisors Inc. in Norwell, MA and has 1 year of experience in the finance industry. Mary Montanari 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.

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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Montanari Financial Advisors Inc. Norwell, MA Jan 1999 - Current 23

Mary Montanari has no recent exams reported.
Contact Info for Mary E. Montanari
Phone Number: 781-659-2380
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $691,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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