Unclaimed Profile

Daniel A Monte

SAGE TREE WEALTH, INC.·FAIRPORT, New York

SIE, Series 7, Series 66Clean record12 years registeredSAGE 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. · 12 years registered

Brand Profile

Not yet started

Career History

SAGE TREE WEALTH

Mar 2025 – present

SAGE TREE WEALTH

Apr 2019 – Dec 2024

FAIRPORT, NY

HARBOR CAPITAL ADVISORY SERVICES, INC.

Sep 2013 – Mar 2019

FAIRPORT, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 5, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE TREE WEALTH, INC.

CRD 298951 · SEC 801-114389

AUM

$58M

Regulatory assets under management

Employees

259 client accounts

Services offered by SAGE TREE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAGE TREE WEALTH, INC. →

Introduction

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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.

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