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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|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 Management179MILLIONS
Total Number of Accounts700ACCOUNTS
Average Account Value$255,171
- 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, FL, GA, HI, IA, IL, IN, KS, KY, MO, OH, PA, TN, TX, WI