Robert
Monte
Monte Financial Group, LLC
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About this Advisor
Robert Monte is a financial advisor working out of Guilford, Connecticut who has 14 years of relevant experience. Monte is currently employed by Monte Financial Group, LLC. Throughout their career, they have worked at Monte Financial Group, LLC and Purshe Kaplan Sterling Investments. Monte has a Series 63 license, certifying them as a securities broker, and can advise clients in Connecticut. Monte Financial Group, LLC is a company that has its headquarters in Guilford, CT. It has $332 million in assets under management across its 353 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 353 client accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets. Monte Financial Group, LLC performs a diverse 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 the type of services provided. Fees billed by Monte Financial Group, LLC can 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
Robert Monte Work History
Robert has been registered as a financial advisor for 14 years.*
Monte Financial Group, LLC
Purshe Kaplan Sterling Investments
*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 Robert 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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