Linda Montefusco, financial advisor Stuart FL
93 score

Linda Montefusco

CRD Number: 1013708
Current Firm: Morgan Stanley

Linda Montefusco (CRD# 1013708) is an Investment Advisor Representative working at Morgan Stanley in Stuart, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Wealth Management Stuart, FL Jan 2016 - Current < 1
Ubs Financial Services Inc. Stuart, FL May 2000 - Jan 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
Contact Info for Linda J. Montefusco
Phone Number: 914-225-5510
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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