Cari Lamontagne, financial advisor Bradenton FL
93 score

Cari Lamontagne

CRD Number: 3044736
Current Firm: Breiter Capital Management Inc.

Cari Lamontagne (CRD# 3044736) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

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Prosper Financial Advisers
Company Name Location Dates Years
Breiter Capital Management, Inc. Bradenton, FL Apr 2017 - Current < 1
Wells Fargo Clearing Services, LLC Naples, FL Nov 2016 - Apr 2017 < 1
Wells Fargo Advisors, LLC Naples, FL Sep 2016 - Nov 2016 < 1
Valic Financial Advisors, Inc. Venice, FL Feb 2016 - Sep 2016 < 1
Fidelity Brokerage Services LLC Merrimack, NH Oct 2005 - Feb 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Cari A. Lamontagne
Phone Number: 941-778-1900
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Other
Types of Clients
Registered States


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

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