Monte Financial Group, LLC

Monte Financial Group, LLC (CRD# 150119) is a financial advisory firm headquartered in Guilford, CT. They manage $162,089,106 in 193 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $839,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, ME, NC, NY, TX

Financial Advisors at Monte Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William H. Leete
CRD#: 2400776
30 Long Hill Road, Guilford, CT 06437
96
Wealthminder
score

William Leete (CRD# 2400776) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 24 years of experience in the finance industry. William Leete 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.

2
Robert J. Monte
CRD#: 1259890
30 Long Hill Road, Guilford, CT 06437
93
Wealthminder
score

Robert Monte (CRD# 1259890) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 33 years of experience in the finance industry.

3
Alexander R. Monte
CRD#: 6351502
30 Long Hill Road, Guilford, CT 06437
88
Wealthminder
score

Alexander Monte (CRD# 6351502) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 2 years of experience in the finance industry.

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Disclosure
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