DA
Daniel A Monte
CRD 6160115
Firms
| Firm | Role | As of |
|---|---|---|
| Sage Tree Wealth, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sage Tree Wealth, Inc.
President/Chief Compliance Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗