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Daniel A Monte

SAGE TREE WEALTH, INC.·FAIRPORT, New York
Unclaimed Profile
10 EAST CHURCH STREET, FAIRPORT, NY 14450CRD# 6160115Firm CRD# 298951
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SAGE TREE WEALTH, INC.
SAGE TREE WEALTH
AUM
$58M
Regulatory assets under management
Employees
2
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6160115
Firm CRD# 298951
No disclosures on file
View on FINRA BrokerCheck →

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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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Research
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