Joseph
Montana

Cetera Advisors LLC

CRD#5505765
Investment Advisor
in Westborough, MA

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About this Advisor

Joseph Montana is a financial advisor who works out of Westborough, Massachusetts, who has been in the advisory business for 10 years. Montana is an employee of Cetera Advisors LLC. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Alliance Benefit Group and Cetera Advisors LLC. Montana has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Cetera Advisors LLC is a financial advisory company based in Westborough, Massachusetts. The firm has offices in 692 locations and a total of 1,164 employees. It controls $15 billion in assets between its 58,946 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 102 charitable organizations. Of its 58,946 client accounts, 25% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually vary depending on the type of financial services. Fees billed by Cetera Advisors LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1800 West Park Dr Ste 150
Westborough, MA 01581

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$15,071,320,827

MA Average: $2,349,664,866
Total Number of Employees

1,164

MA Average: 28
Total Number of Accounts

58,946

MA Average: 1,101
Average Account Size

$255,680

MA Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Montana Work History

Joseph has 10 years of experience.

2014 - Present (8 years)

Cetera Advisors LLC

2011 - 2014 (3 years)

Alliance Benefit Group

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

Disclosures

Joseph Montana has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisors LLC

Ashton Green
Lawrenceville, GA
Cary Foster
Athens, GA
Jaimie Moore
Placentia, CA
Breanna Sykes
Fort Mill, SC
Nathan Ollish
Cuyahoga Falls, OH
Amanda Hall
Winston Salem, NC
Matthew Jadwisiak
Dayton, OH
Jason Bell
Asheville, NC

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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