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Donato Anthony Montanaro

TRADEKING ADVISORS, INC.·CHARLOTTE, North Carolina
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13024 BALLANTYNE CORPORATE PLACE, CHARLOTTE, NC 28277CRD# 2259817Firm CRD# 170301
01

About

Donato Anthony Montanaro is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with TRADEKING ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALLY INVEST ADVISORS INC
ALLY INVEST ADVISORS
AUM
$1.1B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ALLY INVEST ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2259817
Firm CRD# 170301
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donato Anthony Montanaro offer?
Donato Anthony Montanaro specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Donato Anthony Montanaro's credentials?
Donato Anthony Montanaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donato Anthony Montanaro located?
Donato Anthony Montanaro is based in CHARLOTTE, North Carolina, working with TRADEKING ADVISORS, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Donato Anthony Montanaro charge for services?
Donato Anthony Montanaro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADEKING ADVISORS, INC.?
TRADEKING ADVISORS, INC. has approximately 12 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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