Michael Anthony Montileone

Employer firm

Allegheny Financial Group CRD 104690

$5.59B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/1992 → Present
  Allegheny Investments, Ltd.
  Pittsburgh, PA

Previous Registrations

• 2007-03-30 → 2024-12-31
  Allegheny Investments
  Pittsburgh, PA
  Pittsburgh, PA
  Beaver Falls, PA
  Pittsburgh, PA

Other Businesses

TAX RETURN PREPARATION. NON INV. RELATED. LESS THAN 1 HR/MO, 0 HR/MO/TRADING, $200.00 ANNUAL COMP ERIE METAL BASKET, BOD/INVESTOR, MANUFACTURING, OPERATIONS AND AFFAIRS OF THE LLC, INVESTMENT RELATED, 1-2 HR/MO, 1-2 HR/MO/TRADING, AFG INCENTIVE FEES. MICHAEL MONTILEONE, TRUSTEE, TRUSTEE, TRUSTEE, 10-25 HOURS/YEAR, 0 HR/MO/TRADING, $5,000, MAKE PAYMENTS ON BEHALF OF BENEFICIARIES AND OTHER TRUSTEE DUTIES, 0 SHARES Treasurer;Gunny's Ridge; Veteran and First Responder Assistance; Provide financial assistance and tracking of organizational monies START DATE 4/16/2025; INVESTMETN RELATED;$0 COMPENSATION; 1 HOUR/WEEK; 15 MINUTES DURING TRADE HOURS; NOT PUBLIC CORP; 0 SHARES

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-19
• S63 Uniform Securities Agent State Law Examination
  1992-10-08

Other Names

• Michael Monti
• Monti Montileone