Montello Wealth Management, Inc.
Montello Wealth Management, Inc. (CRD# 151058) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $26,000,000 in 146 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts146ACCOUNTS
Average Account Value$178,082
- A percentage of assets under your management
- Hourly charges
- 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)
Laurence Montello (CRD# 3154790) is an Investment Advisor Representative working at Montello Wealth Management, Inc. in Cortland, OH and has over 15 years of experience in the finance industry. Laurence Montello 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.