Unclaimed Profile

Peter Anthony Montalbano

BONAVENTURE MANAGERS LLC·BAY HARBOR ISLANDS, Florida

SIE, Series 3, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TOClean record25 years registeredBONAVENTURE MANAGERS LLC

9521 EAST BAY HARBOR DR, BAY HARBOR ISLANDS, FL 33154CRD# 2208686Firm CRD# 162257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Anthony Montalbano · BAY HARBOR ISLANDS, FL

Registration

CRD #2208686 · BONAVENTURE MANAGERS LLC · 25 years registered

Brand Profile

Not yet started

Career History

PROSPERA FUNDS, INC.

May 2026 – present

WHITE MOUNTAIN CAPITAL, LLC

Nov 2000 – present

MODERN CAPITAL ADVISORS, LLC

Jan 2022 – Dec 2023

Sag Harbor, NY

MODERN CAPITAL MANAGEMENT, CO.

Jan 2022 – Apr 2026

Sag Harbor, NY

MODERN CAPITAL MANAGEMENT, CO.

Aug 2021 – Dec 2021

Greenwich, CT

MODERN CAPITAL ADVISORS, LLC

Dec 2020 – Dec 2021

Greenwich, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · November 29, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Peter Anthony Montalbano offer?

Peter Anthony Montalbano is a registered financial advisor in BAY HARBOR ISLANDS, Florida. Contact their office for details on services offered.

What are Peter Anthony Montalbano's credentials?

Peter Anthony Montalbano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Anthony Montalbano located?

Peter Anthony Montalbano is based in BAY HARBOR ISLANDS, Florida, working with BONAVENTURE MANAGERS LLC. Their office serves clients in the BAY HARBOR ISLANDS metropolitan area and surrounding communities.

How large is BONAVENTURE MANAGERS LLC?

BONAVENTURE MANAGERS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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