William Howard Leete
Investment adviser representative at Monte Financial Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$482.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Monte Financial Group, LLCMar 2016 to now
- Guardian Life Insurance CoSep 2014 to now
- Park Avenue Securities LLCSep 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
Monte Financial Group, LLC
$482.4MAssets managed
434Clients
6Advisers
17 yearsIn 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
- 2400776
- Firm CRD
- 150119