Adviser and broker representative · LPL Financial LLC
Vincent C. Montanti
CRD 5277483 · Boca Raton, FL
At a glance
Vincent C. Montanti is an investment adviser representative with LPL Financial LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vincent’s SEC record dates to 2007, about 19 years ago. Vincent is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- LPL Financial LLCSince May 2020Boca Raton, FL · $819B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Vincent’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Barbara M. DeelBoca Raton · Chartered Financial Consultant
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