Andrew Montero is a registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6820 Porto Fino Circle, [Satellite], Fort Myers, FL, 33912
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew has ownership stakes in WMMG Wealth Management Group, LLC (16.6%) and Montero Wealth Management, LLC (100%). He dedicates significantly more than full-time hours to each of these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
Access Securities, LLCBroker
Morgan Stanley Smith BarneyBroker
Wachovia Securities, INC.Broker
Brookstreet Securities CorporationBroker
First Providence Financial Group, LLCBroker
State Registrations11 states
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