Sita Monti is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Tampa, FL, with 16 years of industry experience. Sita is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B 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 | 0.60% |
Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.
Fee Estimator
Location
Tampa, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sita is the founder of LivAfrika, a retail sales business where proceeds are donated to a mission, and she dedicates minimal time to it. Sita also teaches yoga classes since March 2024, spending minimal time outside of business hours.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Eagle Asset Management INC
State Registrations46 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
More Advisors
- Marcel Dumont, CFPEmpower Advisory Group, LLC
- Salvatore Ricco, ChFCCambridge Investment Research Advisors, INC.
- Larry Parkin, CFPHb Wealth
- James Vondrak, CFP, ChFC
- Mark Maurer, CFPCapital Investment Advisory Services, LLC
- Joseph Henninger, CFPQ3 Advisors, LLC