Unclaimed Profile

Daniel A Monte

SAGE TREE WEALTH, INC.·FAIRPORT, New York

Clean recordSAGE TREE WEALTH, INC.

10 EAST CHURCH STREET, FAIRPORT, NY 14450CRD# 6160115Firm CRD# 298951

Profile Verification

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

Identity

Daniel A Monte · FAIRPORT, NY

Registration

CRD #6160115 · SAGE TREE WEALTH, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel A Monte is a registered financial advisor based in FAIRPORT, New York, affiliated with SAGE TREE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SAGE TREE WEALTH, INC.

SAGE TREE WEALTH

AUM

$58M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAGE TREE WEALTH, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6160115

Firm CRD# 298951

View on FINRA BrokerCheck →

Looking for a financial advisor in FAIRPORT?

Browse all registered financial advisors in FAIRPORT, New York or claim this profile if it's yours.

Browse FAIRPORT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel A Monte offer?

Daniel A Monte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.

What are Daniel A Monte's credentials?

Daniel A Monte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel A Monte located?

Daniel A Monte is based in FAIRPORT, New York, working with SAGE TREE WEALTH, INC.. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.

How does Daniel A Monte charge for services?

Daniel A 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 SAGE TREE WEALTH, INC.?

SAGE TREE WEALTH, INC. has approximately 2 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →