LM
LM

Louise Monti

21 Years of Experience
Parsippany, NJ
Broker

Louise Monti is a registered investment advisor, based in Parsippany, NJ, with 21 years of industry experience.

Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

Get directions

History

Regulatory History
Clean regulatory record

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

Louise works full-time as a financial advisor at Bleakley Financial Group. She also receives compensation from Patterson & Patterson related to the purchase of a business, and serves as a board member for the St. Lawrence Catholic Church Finance Council, dedicating minimal time to this role.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 3 mos
Onepoint Bfg Wealth Partners
July 2022 - Present · 4 yrs
Previous Registrations
Private Advisor Group, LLC
June 2021 - July 2022 · 1 yr 1 mo
LPL Financial LLCBroker
June 2021 - April 2025 · 3 yrs 10 mos
Northwestern Mutual Investment Services,llc
August 2008 - June 2021 · 12 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
May 2004 - June 2021 · 17 yrs 1 mo
State Registrations6 states
COGANCSCUTVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Louise Monti - Financial Advisor | TrueAdvisor