DANIEL A MONTE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with SAGE TREE WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SAGE TREE WEALTH | 2025-03-13 | present | Yes |
| SAGE TREE WEALTH | 2019-04-10 | 2024-12-31 | — |
| HARBOR CAPITAL ADVISORY SERVICES, INC. | 2013-09-05 | 2019-03-28 | — |