Henry Montag is a CFP-designated registered investment advisor, based in Hauppauge, NY, with 43 years of industry experience.
Location
200 Parkway Drive South, Suite 200, Hauppauge, NY, 11788
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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
Henry is a licensed life settlement broker in New York. He is also the principal of The TOLI Center East, an insurance business, spending about half his time on insurance sales. Henry also works as a solicitor for Lebenthal Global Advisors.
Employment History
Current Registrations
Lebenthal Financial Services, INC.Broker
Lebenthal Financial Services, INC.
Lebenthal Global Advisors, LLC
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Bristol Financial Services, INCBroker
Hornor, Townsend & Kent, INC.Broker
MML Investors Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
North Ridge Securities CORP.Broker
American Portfolios Financial Services, INC.Broker
Princeton Equity Securities, INC.Broker
MML Investors Services, INC.Broker
Integrated Resources Equity CorporationBroker
G. R. Phelps & CO., INC.Broker
Capital Analysts, IncorporatedBroker
Cg Equity Sales CompanyBroker
State Registrations1 state
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