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Anthony Monterosso

22 Years of Experience
Wayne, PA
Broker

Anthony Monterosso is a registered investment advisor at Hartford Funds, based in Wayne, PA, with 22 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 Investment Management. Their firm serves 75 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
47 advisors
IM Fee
Planning only
Assets Under Management
$152.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

690 Lee Road, Wayne, PA, 19087

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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.

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Employment History
Current Registrations
Hartford Funds
January 2015 - Present · 11 yrs 9 mos
Hartford Funds Distributors, LLC
December 2012 - Present · 13 yrs 10 mos
Hartford Funds Distributors, LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Hartford Funds Management Company, LLC
June 2014 - December 2014 · 6 mos
Hartford Life Distributors, LLCBroker
May 2004 - December 2012 · 8 yrs 7 mos
State Registrations21 states
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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.
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