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Donato Anthony Montanaro

TRADEKING ADVISORS, INC.·CHARLOTTE, North Carolina
SIE, Series 7, Series 24, Series 63Clean recordTRADEKING ADVISORS, INC.
13024 BALLANTYNE CORPORATE PLACE, CHARLOTTE, NC 28277CRD# 2259817Firm CRD# 170301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donato Anthony Montanaro · CHARLOTTE, NC
Registration
CRD #2259817 · TRADEKING ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALLY INVEST ADVISORS INC
CRD 170301 · SEC 801-79305
AUM
$1.1B
Regulatory assets under management
Employees
12
70,547 client accounts
Services offered by ALLY INVEST ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALLY INVEST ADVISORS INC →
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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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Other Advisors at TRADEKING ADVISORS, INC.

Philip Andrew Claxton
CHARLOTTE, NC
Gerald Krager
CHARLOTTE, NC
Miteshkumar D Patel
CHARLOTTE, NC
CFA
Alex Michael Martin
CHARLOTTE, NC
Richard John Hagen
CHARLOTTE, NC
Roberto Ettore Donovan
CHARLOTTE, NC

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Nearby cities in North Carolina
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City Guides
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Research
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