Monterey Associates Financial Planning & Education

Monterey Associates Financial Planning & Education (CRD# 289727) is a financial advisory firm headquartered in Pelham, NY. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 8054, Pelham, NY 10803
http://www.montereyassociates.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Monterey Associates Financial Planning & Education
Showing 1 - 1 of 1 top financial advisors.
1
Anthea Perkinson, financial advisor Pelham NY
Anthea M. Perkinson
CRD#: 1941735
Pelham, NY

Anthea Perkinson (CRD# 1941735) is an Investment Advisor Representative working at Monterey Associates Financial Planning & Education in Pelham, NY and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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