Emilio Monti is a registered investment advisor, based in Penfield, NY, with 5 years of industry experience.
Location
481 Penbrooke Dr., Ste. 4B, Penfield, NY, 14526
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Regulatory History
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 ActivitiesSells Insurance
Emilio is an independent insurance agent for various companies, spending minimal time on this activity. He also works as an advisory representative of an RIA (full-time) and provides administrative/support and paraplanning services for AR Wealth Management (about 40% of his time).
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations8 states
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