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.
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2009 |