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Financial ADVSR advisor directory · SEC adviser records

Monte Financial Group, LLC financial advisors in Guilford, CT

Every SEC-registered investment adviser representative at a Monte Financial Group, LLC office in Guilford, A to Z.

The short answer

6 registered advisors work at Monte Financial Group, LLC in Guilford, out of 6 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Monte Financial Group, LLC advisors in Guilford, A to Z

Every Monte Financial Group, LLC advisor →

Monte Financial Group, LLC advisors in every city and state →Monte Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Guilford

All Guilford advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 22MML Investors Services, LLC 17LPL Financial LLC 10Grey Ledge Advisors, LLC 7Compass Wealth Management LLC 6Diastole Wealth Management 6Cetera Investment Advisers LLC 4Granite Islands Private Wealth, LLC 3

Questions

How many financial advisors does Monte Financial Group, LLC have in Guilford?

6 investment adviser representatives are registered at Monte Financial Group, LLC offices in Guilford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Monte Financial Group, LLC one of the largest advisor employers in Guilford?

Monte Financial Group, LLC ranks number 7 in Guilford by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 22.

How do I check a Monte Financial Group, LLC advisor in Guilford?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Monte Financial Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.