Alexander
Monte
Monte Financial Group, LLC
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About this Advisor
Alexander Monte is a financial advisor based out of Guilford, Connecticut with 8 years of relevant experience. Monte is on the advisory team at Monte Financial Group, LLC. Monte has gained experience at Monte Financial Group, LLC and Roger Williams University. Monte holds a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Connecticut. Monte Financial Group, LLC is a business based in Guilford, CT. It administers $332 million in total assets between its 353 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves three charitable organizations. Of its 353 accounts, 28% are associated with high-net-worth investors who have greater than $1 million in investable assets. Monte Financial Group, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Monte Financial Group, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Monte Financial Group, LLC Brokerage Details
$332,407,893
8
353
$941,665
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Alexander Monte Work History
Alexander has been registered as a financial advisor for 8 years.*
Monte Financial Group, LLC
Roger Williams University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Monte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monte Financial Group, LLC
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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