Scott A Montenero

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 01/2020 → Present
  Ameriprise Financial Services, Llc
  Poughkeepsie, NY
• 08/2019 → 03/2020
  Mike Arteaga
  Poughkeepsie, NY
• 07/2019 → 12/2019
  Marist Institute Of Public Opinion
  Poughkeepsie, NY
• 08/2018 → 03/2019
  Shoprite
  Poughkeepsie, NY
• 08/2019 → 08/2019
  Dutchess County Fairgrounds
  Rhinebeck, NY
• 01/2012 → 08/2018
  Full-Time Education
  Poughkeepsie, NY
• 03/2019 → 07/2019
  Full-Time Education
  Poughkeepsie, NY

Other Businesses

Outside Employment; 7B Ventures LLC; My role is associate financial advisor. My responsibilities are to meet with clients reviewing their investment portfolio and financial plan.; Manage advisory business; 176 Church Street, , Poughkeepsie , NY, 12601; Investment-Related; 09/16/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-28

Other Names

• Scott Montenero
• Scott Anthony Montenero