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Frank Anthony Monte

HARBOR CAPITAL ADVISORY SERVICES, INC.·FAIRPORT, New York
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10 EAST CHURCH STREET, FAIRPORT, NY 14450CRD# 1021749Firm CRD# 146693
01

About

Frank Anthony Monte is a registered financial advisor based in FAIRPORT, New York, affiliated with HARBOR CAPITAL ADVISORY SERVICES, 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
HARBOR CAPITAL ADVISORY SERVICES, INC.
HARBOR CAPITAL ADVISORY SERVICES, INC.
AUM
$71M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HARBOR CAPITAL ADVISORY SERVICES, 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# 1021749
Firm CRD# 146693
No disclosures on file
View on FINRA BrokerCheck →

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05

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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