Tony Montini is a registered investment advisor at Wells Fargo Advisors, based in San Jose, CA, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
1091 Lincoln Ave, San Jose, CA, 95125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tony owns 100% of Finet S Corp, an investment-related business located in San Jose, CA, through Lam Financial Inc. This requires a full-time commitment from Tony, including during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations39 states
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