# DANIEL A MONTE

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAGE TREE WEALTH](https://search.stillhousedata.com/firm/298951) | 2025-03-13 | present | Yes |
| [SAGE TREE WEALTH](https://search.stillhousedata.com/firm/298951) | 2019-04-10 | 2024-12-31 | — |
| [HARBOR CAPITAL ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/146693) | 2013-09-05 | 2019-03-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6160115)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6160115.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.