Michael Monteith, financial advisor The Villages FL
90 score

Michael Monteith

CRD Number: 5995181
Current Firm: Morgan Stanley

Michael Monteith (CRD# 5995181) is an Investment Advisor Representative working at Morgan Stanley in The Villages, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney The Villages, FL Sep 2011 - Current 5
Florida State University Tallahassee, FL Aug 2009 - Aug 2011 2
Lake Sumter Community College Leesburg, FL Aug 2007 - Aug 2009 2
Eustis High School Eustis, FL Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Michael D. Monteith
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
90
Clean Record
This advisor has a clean track record with regulators.

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