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Daniel A Monte

Sage Tree Wealth

Fairport, NY

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Current Employers
Sage Tree Wealth

10 East Church Street, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-13
  • NY RA
    APPROVED
    Since 2025-03-13

Branch Locations

10 East Church Street, Fairport, NY 14450 • 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
Harbor Capital Advisory Services Fairport NY 10/2013 12/2018
Sage Tree Wealth, Inc. Fairport NY 12/2018 Present
  • 10/2013 → 12/2018
    Harbor Capital Advisory Services
    Fairport, NY
  • 12/2018 → Present
    Sage Tree Wealth, Inc.
    Fairport, NY
Previous Registrations
  • 2019-04-10 → 2024-12-31
    Sage Tree Wealth
    Fairport, NY
  • 2013-09-05 → 2019-03-28
    Harbor Capital Advisory Services, Inc.
    Fairport, NY
Other Businesses

1. Crump. Fixed Insurance. Not securities related. Start date 1/1/14. Agent. 4 hours devoted per month, 5 hours during market hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-21
  • S66 Uniform Combined State Law Examination
    2013-10-21

View on SEC IAPD

Other Firms

MANNING & NAPIER ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Other Investors

DANA FARR VOSBURGH
SAMANTHA MARIE LAREW
FRANK EDWARD LESCZINSKI
ETHAN BENJAMIN MCKENNEY
DONNA JEAN D'HONT
CATHY PEREIRA
CHRISTOPHER KYLE RYAN
CRAIG STEPHEN ABBOTT

Other Offices

MANNING & NAPIER ADVISORS, LLC · FAIRPORT, NY
CETERA INVESTMENT ADVISERS LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
COMMONWEALTH FINANCIAL NETWORK · Fairport, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · FAIRPORT, NY
LPL FINANCIAL LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY

More in Fairport, NY

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