Matthew
Montana
Hightower Advisors, LLC
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About this Advisor
Matthew Montana is a certified financial planner based out of Madison, Connecticut who has 10 years of relevant experience. Montana works at Hightower Advisors, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith and Hightower Advisors, LLC. Montana maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Hightower Advisors, LLC is a financial advisory business headquartered in Chicago, IL. It has offices in 100 locations and a total of 1,700 employees. It handles $105 billion in total assets among its 144,757 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 474 charitable organizations. Of its 144,757 client accounts, just 13% are held by high-net-worth individuals who have at least $1 million in assets. Hightower Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees largely vary depending on the financial services provided. Fees billed by Hightower Advisors, LLC most likely include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hightower Advisors, LLC Brokerage Details
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$105,230,209,755
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,700
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144,757
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$726,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Matthew Montana Work History
Matthew has been registered as a financial advisor for 10 years.*
Hightower Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith
*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 Matthew Montana 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 Hightower Advisors, LLC
Waltham, MA
Wayne, PA
Madison, NJ
Downers Grove, IL
Alpharetta, GA
Greensboro, NC
Dallas, TX
Wayne, PA
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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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.
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