Elicito Montero
Elicito Montero is a registered investment advisor at TD Private Client Wealth LLC, based in Marlton, NJ, with 16 years of industry experience. Elicito operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.
Location
336 Route 70 West, 2nd Floor, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (1)
Criminal
March 2002Other Business Activities
Elicito owns and rents out a property in Lanoka Harbor, NJ, since 2015. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations1 state
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.