Cameron
Davignon

Monte Financial Group, LLC

CRD#7254263
Investment Advisor
in Guilford, CT

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About this Advisor

Cameron Davignon is a financial advisor based in Guilford, Connecticut, working with Monte Financial Group, LLC. Cameron has previously held positions at Quinnipiac University, The Batters Box, LLC, Westfield Little League, Westfield Bank, Westfield Investment Services, and Monte Financial Group, LLC. Cameron has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Cameron is part of Monte Financial Group, LLC, which operates out of Guilford, Connecticut. The firm has 9 employees and manages assets totaling $372.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Monte Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

30 Long Hill Road
Guilford, CT 06437

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Monte Financial Group, LLC Brokerage Details

Total Assets Under Management

$372,789,483

CT Average: $5,297,377,271
Total Number of Employees

9

CT Average: 35
Total Number of Accounts

404

CT Average: 690
Average Account Size

$922,746

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Cameron Davignon Work History

2022 - Present (2 years)

Monte Financial Group, LLC

2019 - Present (5 years)

Quinnipiac University

2014 - Present (10 years)

Westfield Little League

2022 - 2022 (< 1 year)

Monte Financial Group, LLC

2021 - 2022 (1 year)

Westfield Bank

2020 - 2020 (< 1 year)

Westfield Investment Services

2019 - 2020 (1 year)

Westfield Bank

2013 - 2019 (6 years)

The Batters Box, LLC

Disclosures

Please visit the SEC profile of Cameron Davignon 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

Alexander Monte
Guilford, CT
Cameron Davignon
Guilford, CT
Benjamin Monte
Guilford, CT
Robert Monte
Guilford, CT
William Leete
Guilford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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