Michael MontileoneCRD Number: 2017882
Current Firm: Allegheny Investments, Ltd.
Michael Montileone (CRD# 2017882) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 25 years of experience in the finance industry. Michael Montileone 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.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Allegheny Investments, Ltd.||Pittsburgh, PA||Sep 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
|S65||NASAA Investment Advisors Law Examination||Mar 1993|
Total Assets Under Management208MILLIONS
Total Number of Accounts2,580ACCOUNTS
Average Account Value$80,799
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, SD, UT, VA, WV