Monte Financial Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 150119
- SEC number
- 801-70207
- Firm type
- RIA
- Assets under management
- $482.4M as of Mar 3, 2026
- Website
- www.facebook.com/MONTEFINANCIALGROUP ↗
- Phone
- 203-453-6851
- Address
- 30 Long Hill Road, Guilford, CT, 06437
Advisors at this firm
6 in our index · page 1 of 1
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Cameron James DavignonCRD 7254263 · Guilford, CTIA Registered
-
William Howard LeeteCRD 2400776 · Guilford, CTIA Registered
-
Noah B LifgrenCRD 7976335 · Guilford, CTIA Registered
-
Alexander Robert MonteCRD 6351502 · Guilford, CTIA Registered
-
Robert John MonteCRD 1259890 · Guilford, CTIA Registered
-
Benjamin Thomas MonteCRD 7274760 · Guilford, CTIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 150119 ↗
FINRA BrokerCheck record for firm CRD 150119 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.