Benjamin
Monte
Monte Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Benjamin Monte is a financial advisor working in Guilford, Connecticut with a total of 3 years of industry experience. Monte is on the advisory team at Monte Financial Group, LLC. During their career, the advisor has held roles at Fidelity Investments, Monte Financial Group LLC, Stone Hill College and Guilford High School. Monte maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Connecticut. Monte Financial Group, LLC is a financial advisory business operating out of Guilford, CT. It administers $332 million in total assets between its 353 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 353 client accounts, 28% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Monte Financial Group, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services are offered. However, fee types charged by Monte Financial Group, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Benjamin Monte Work History
Benjamin has been registered as a financial advisor for 3 years.*
Monte Financial Group LLC
Fidelity Investments
Stone Hill College
Guilford High School
*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 Benjamin 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
