Anthony Montanari
Anthony Montanari is a registered investment advisor at Prospera Financial Services, INC., based in Charlotte, NC, with 27 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
1927 S. Tryon Street, Suite 205, Charlotte, NC, 28203
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Anthony owns rental real estate properties and is involved with several LLCs for managing expenses. These activities require minimal time commitment.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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