DAVID C MONTE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-10-19 | 2025-03-31 | — |
| EDWARD D. JONES & CO., L.P. | 2014-09-02 | 2015-11-04 | — |
| FORTIS FINANCIAL & TAX CONSULTING, LLC | 2013-01-24 | 2013-12-13 | — |