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Robert John Monte

MONTE FINANCIAL GROUP, LLC·GUILFORD, Connecticut
Clean recordMONTE FINANCIAL GROUP, LLC
30 LONG HILL ROAD, GUILFORD, CT 06437CRD# 1259890Firm CRD# 150119

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert John Monte · GUILFORD, CT
Registration
CRD #1259890 · MONTE FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert John Monte is a registered financial advisor based in GUILFORD, Connecticut, affiliated with MONTE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MONTE FINANCIAL GROUP, LLC
MONTE FINANCIAL GROUP, LLC
AUM
$373M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MONTE FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1259890
Firm CRD# 150119
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert John Monte offer?
Robert John Monte specializes in Financial Planning, Investment Management. Contact their office in GUILFORD, Connecticut for a consultation.
What are Robert John Monte's credentials?
Robert John Monte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert John Monte located?
Robert John Monte is based in GUILFORD, Connecticut, working with MONTE FINANCIAL GROUP, LLC. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.
How does Robert John Monte charge for services?
Robert John Monte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTE FINANCIAL GROUP, LLC?
MONTE FINANCIAL GROUP, LLC has approximately 9 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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