William Howard Leete

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:

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

Current Employers

Employment History

• 09/2014 → Present
  Park Avenue Securities Llc
  Madison, CT
• 09/2014 → Present
  Guardian Life Insurance Co
  Madison, CT
• 03/2016 → Present
  Monte Financial Group, Llc
  Guilford, CT

Previous Registrations

• 2014-09-24 → 2016-03-09
  Park Avenue Securities Llc
  New Haven, CT
• 2005-02-04 → 2014-09-10
  Lpl Financial Llc
  North Branford, CT
• 2002-01-02 → 2005-02-23
  Ubs Financial Services Inc.
  New Haven, CT

Other Businesses

1. LEETE BROTHERS INC / SHARE OWNER IN S CORP. THAT OWNS PROPERTY THAT LEASE TO COTTAGE OWNERS / 38 RIVALDI DR N. BRANFORD, CT / APPROVED 08/2014 / 1 HR/MONTH DURING TRADING HRS. PAID PERCENT OF RENTAL INCOME. 2. LEETE ASSOCIATES INC NATURE OF OTHER BUSINESS: S CORP CREATED TO HOLD FAMILY LAND WHICH IS LEASED TO COTTAGE OWNERS. A PORTION OF THE RENTAL INCOME IS DISTRIBUTED TO SHAREHOLDERS ANNUALLY. START DATE OF OTHER BUSINESS: 08/27/2014 DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: MY INVOLVEMENT IS CURRENTLY LIMITED TO ATTENDING AN ANNUAL MEETING TO DISCUSS AND REVIEW CORPORATION BUSINESS. ADDRESS OF OTHER BUSINESS: 38 RIVALDI DRIVE, NORTH BRANFORD, CT 06471 HOURS PER MONTH TOTAL/BUSINESS DEVOTED TO OTHER BUSINESS: 1/1 IS BUSINESS INVESTMENT RELATED? YES - IT IS ONLY "INVESTMENT RELATED" IN THE SENSE THAT THE CORPORATION HOLDS/OWNS REAL ESTATE. POSITION, TITLE OR RELATIONSHIP OF OTHER BUSINESS: OWNER 3. SHORELINE NETWORKING ASSOCIATES & PROFESSIONALS (SNAP) SNAP IS A NETWORKING GROUP FOR PROFESSIONALS TO REFER BUSINESS TO MEMBERS OF THE GROUP. THEY HAVE NOMINATED ME TO BE TREASURER OF THE GROUP AND I HAVE ACCEPTED. START: 07/03/2015 ADDRESS: MAIN STREET, BRANFORD, CT 06405 HRS PER MO - TOT/BUS: 3/1 NOT INVEST RELATED

Exams

• S66 Uniform Combined State Law Examination
  2001-10-23
• S63 Uniform Securities Agent State Law Examination
  1993-09-24

Designations

• Certified Financial Planner

Other Names

• Bill Leete
• William Howard Leete
• William Howard Leete