Alexander Robert Monte
Investment adviser representative at Monte Financial Group, LLC
12 yearsExperience
1 stateRegistered in
$482.4MFirm assets
17 yearsFirm 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 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, LLCJun 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
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
- 6351502
- Firm CRD
- 150119