Daniel A Monte
President/Chief Compliance OfficerSage Tree Wealth, Inc.CRD 6160115
About Daniel A Monte
Daniel A Monte is listed as President/Chief Compliance Officer at Sage Tree Wealth, Inc. in Fairport, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Sage Tree Wealth, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel A Monte work?
Daniel A Monte is listed as President/Chief Compliance Officer at Sage Tree Wealth, Inc. on SEC Form ADV.
How much of Sage Tree Wealth, Inc. does Daniel A Monte own?
Form ADV reports a beneficial ownership band of Over 75%.
Sage Tree Wealth, Inc.
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |