Miranda Jean Monte

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2018
  Proeast Asset Management
  South Windsor, CT
• 08/2018 → 01/2022
  Securities America Inc.
  Wellesley, MA
• 01/2019 → 01/2022
  Securities America Advisors
  Wellesley, MA
• 01/2022 → Present
  Pin Wealth, Llc
  North Reading, MA
• 05/2024 → 06/2024
  Commonwealth Financial Network
  Waltham, MA
• 06/2024 → 01/2025
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2022-01-11 → 2024-07-29
  Pin Wealth
  North Reading, MA
  Portsmouth, NH
• 2019-01-04 → 2022-01-18
  Securities America Advisors, Inc.
  South Windsor, CT
  North Reading, MA
  Wellesley, MA

Other Businesses

1, Fixed insurance sales; as of 5/28/2024; 4% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, PIN Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/03/2022; 90% time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-25
• S66 Uniform Combined State Law Examination
  2018-11-01

Other Names

• Miranda Lazzara
• Miranda Jean Lazzara