Michael Paul Montaldo is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-10-04 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-01-04 | 2023-08-17 | — |
| HARRISDIRECT LLC | 2009-04-28 | 2023-08-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-02-26 | 2008-12-22 | — |