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Cameron James Davignon

Monte Financial Group, LLC

Guilford, CT

CRD 7254263

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Employer firm

Monte Financial Group, LLC CRD 150119

$482M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Monte Financial Group, Llc

30 Long Hill Road, Guilford, CT 06437 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-08-31
  • CT RA
    APPROVED
    Since 2022-08-31

Branch Locations

30 Long Hill Road, Guilford, CT 06437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quinnipiac University Hamden CT 08/2019 Present
The Batters Box, Llc Westfield MA 12/2013 02/2019
Westfield Little League Westfield MA 04/2014 Present
Westfield Bank Westfield MA 06/2019 12/2020
Westfield Investment Services Westfield MA 06/2020 08/2020
Westfield Bank Westfield MA 12/2021 01/2022
Monte Financial Group, Llc Guilford CT 01/2022 04/2022
Monte Financial Group, Llc Guilford CT 06/2022 Present
  • 08/2019 → Present
    Quinnipiac University
    Hamden, CT
  • 12/2013 → 02/2019
    The Batters Box, Llc
    Westfield, MA
  • 04/2014 → Present
    Westfield Little League
    Westfield, MA
  • 06/2019 → 12/2020
    Westfield Bank
    Westfield, MA
  • 06/2020 → 08/2020
    Westfield Investment Services
    Westfield, MA
  • 12/2021 → 01/2022
    Westfield Bank
    Westfield, MA
  • 01/2022 → 04/2022
    Monte Financial Group, Llc
    Guilford, CT
  • 06/2022 → Present
    Monte Financial Group, Llc
    Guilford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Nearby Investors

BRETT DANIEL DOLAN
KENNETH W. CARONE
AMIE ELISABETH BROWER

Nearby Offices

OSAIC WEALTH, INC. · Guilford, CT
COMMONWEALTH FINANCIAL NETWORK · Guilford, CT
LPL FINANCIAL LLC · GUILFORD, CT

More in Guilford, CT

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