Susan MontebelloCRD Number: 1139811
Current Firm: Huntleigh Advisors, Inc.
Susan Montebello (CRD# 1139811) is an Investment Advisor Representative working at Huntleigh Advisors, Inc. in Saint Louis, MO and has over 34 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Huntleigh Securities Corporation||St Louis, MO||May 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S66||NASAA Uniform Combined State Law Examination||Oct 2000|
Total Assets Under Management197MILLIONS
Total Number of Accounts728ACCOUNTS
Average Account Value$269,925
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MO, OH, PA, TN, TX, WI