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Frank Anthony Monte

HARBOR CAPITAL ADVISORY SERVICES, INC.·FAIRPORT, New York
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean recordHARBOR CAPITAL ADVISORY SERVICES, INC.
10 EAST CHURCH STREET, FAIRPORT, NY 14450CRD# 1021749Firm CRD# 146693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank Anthony Monte · FAIRPORT, NY
Registration
CRD #1021749 · HARBOR CAPITAL ADVISORY SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HARBOR CAPITAL ADVISORY SERVICES, INC.
CRD 146693 · SEC 801-70674
AUM
$71M
Regulatory assets under management
Employees
4
326 client accounts
Services offered by HARBOR CAPITAL ADVISORY SERVICES, 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 HARBOR CAPITAL ADVISORY SERVICES, INC. →
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Frequently Asked Questions

What services does Frank Anthony Monte offer?
Frank Anthony Monte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.
What are Frank Anthony Monte's credentials?
Frank Anthony Monte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Anthony Monte located?
Frank Anthony Monte is based in FAIRPORT, New York, working with HARBOR CAPITAL ADVISORY SERVICES, INC.. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.
How does Frank Anthony Monte charge for services?
Frank Anthony 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 HARBOR CAPITAL ADVISORY SERVICES, INC.?
HARBOR CAPITAL ADVISORY SERVICES, INC. has approximately 4 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARBOR CAPITAL ADVISORY SERVICES, INC.

Jeremy T Monte
FAIRPORT, NY
Jenny Lee Leach
FAIRPORT, NY

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