Kaitlyn
Montalbano
Ae Wealth Management, LLC
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About this Advisor
Kaitlyn Montalbano is a financial advisor based in Troy, Michigan, working with Ae Wealth Management, LLC. Kaitlyn has previously held positions at Ae Wealth Management, LLC, The Burzynski Group, and Matthew Wealth Management. Kaitlyn has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Kaitlyn is part of Ae Wealth Management, LLC, which operates out of Troy, Michigan. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kaitlyn Montalbano Work History
Ae Wealth Management, LLC
The Burzynski Group
Matthew Wealth Management
Disclosures
Please visit the SEC profile of Kaitlyn Montalbano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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