LAURENCE MONTELLO is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with MONTELLO WEALTH MANAGEMENT, INC., INVESTMENT ADVISORS OF AMERICA, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INVESTMENT ADVISORS OF AMERICA, LLC | 2025-04-29 | present | Yes |
| MONTELLO WEALTH MANAGEMENT, INC. | 2025-04-29 | present | Yes |
| WEALTH MANAGEMENT AMERICA, LLC | 2018-08-24 | 2022-05-11 | — |
| WEALTH MANAGEMENT AMERICA, LLC | 2018-08-24 | 2021-12-31 | — |
| BMO HARRIS FINANCIAL ADVISORS, INC. | 2006-08-01 | 2009-07-31 | — |
| RBC CAPITAL MARKETS, LLC | 2004-02-27 | 2006-07-12 | — |
| WILLIAM R. HOUGH & CO. | 2002-07-30 | 2004-02-27 | — |