Peter Anthony Montalbano
Investment adviser representative at Prospera Funds, Inc.
27 yearsExperience
1 stateRegistered in
$4.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Prospera Funds, Inc.Apr 2026 to now
- White Mountain Capital, LLCSep 1999 to now
- Modern Capital Management CompanyApr 2021 to Mar 2026
- Modern Capital AdvisorsDec 2020 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Prospera Funds, Inc.
$4.6MAssets managed
1Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2208686
- Firm CRD
- 331765