Donald Monti, financial advisor Wexford PA
96 score

Donald Monti

CRD Number: 1009349
Current Firm: Tlg Advisors, Inc.

Donald Monti (CRD# 1009349) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Wexford, PA and has over 33 years of experience in the finance industry. Donald Monti 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.

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Professional Designations
Company Name Location Dates Years
Tlg Advisors Inc. Littleton, CO Jun 2002 - Current 14
The Leaders Group, Inc. Butler, PA Jan 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Donald P. Monti
Phone Number: 303-797-9080
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    297
    MILLIONS
  • Total Number of Accounts
    1,370
    ACCOUNTS
  • Average Account Value
    $216,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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