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Laurence Montello

President/Chief Compliance OfficerMontello Wealth Management, Inc.CRD 3154790

About Laurence Montello

Laurence Montello is listed as President/Chief Compliance Officer at Montello Wealth Management, Inc. in Palm Beach Gardens, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Montello Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Laurence Montello work?

Laurence Montello is listed as President/Chief Compliance Officer at Montello Wealth Management, Inc. on SEC Form ADV.

How much of Montello Wealth Management, Inc. does Laurence Montello own?

Form ADV reports a beneficial ownership band of Over 75%.

Montello Wealth Management, Inc.

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2009
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