Michael Montagnino
Michael Montagnino is a registered investment advisor at Wells Fargo Advisors, based in Woodbury, NY, with 26 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
88 Froehlich Farm Blvd, Woodbury, NY, 11797
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Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Michael is a golf coach/instructor at Farmingdale State University since 2002. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
State Registrations21 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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