Laurence Montello

Employer firm

Montello Wealth Management, Inc. CRD 151058

$108M regulatory AUM 502 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2009 → Present
  Montello Wealth Management, Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2018-08-24 → 2022-05-11
  Blue Line Capital Advisors
  Palm Beach Gardens, FL
• 2018-08-24 → 2021-12-31
  Blue Line Capital Advisors
  Palm Beach Gardens, FL
• 2006-08-01 → 2009-07-31
  Bmo Harris Financial Advisors, Inc.
  West Palm Beach, FL
  Chicago, IL
  West Palm Beach, FL
• 2004-02-27 → 2006-07-12
  Rbc Capital Markets, Llc
  Palm Beach Gardens, FL
  Palm Beach, FL
• 2002-07-30 → 2004-02-27
  William R. Hough & Co.
  Palm Beach Gardens, FL

Other Businesses

Montello Tax & Planning, LLC Non investment related business 2401 PGA Blvd # 280-Q Palm Beach Gardens, Florida 33410 Nature of Business: The firm prepares tax-returns for individuals and small businesses Laurence Montello is the owner of Montello Tax & Planning, LLC. Start date: 01/30/2014 less than 10% of my time is devoted to Montello Tax. Time spent: This is seasonal work and I devote weekends during tax season to the business (3 months annually, 20 hours a month during tax time) No time is spent on this business during securities trading hours. My Role: Tax preparation. Emergency Insurance Housing, LLC Non investment related business 2401 PGA Blvd # 280-Q Palm Beach Gardens, Florida 33410 Nature of Business: The entity will be a booking engine for locating temporary accommodations for displaced homeowners during an insurance claim. Laurence Montello is a 50% owner of the business Start date: 06/07/2021 less than 2% of my time is devoted to this business entity. Time spent: This is a new business venture. I devote 1 weekend per month to develop the business. No time is spent on this business during securities trading hours. My Role: Locate Real Estate owners who wish to promote their home on the website. Pension Plan Services, LLC Non investment related business 2401 PGA Blvd # 280-Q Palm Beach Gardens, Florida 33410 Nature of Business: The entity was created to provide information to employees who participate in a 401k plan through their employer. Laurence Montello is 100% owner of the business. There has been no business activity since inception. Start date: 08/19/2020 less than 1% of my time is devoted to this business entity. Time spent: This is a new business venture that will be dissolved in 2022. My Role: Coordinate 401k plan meeting with employees of small business owners.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-07-16
• S65 Uniform Investment Adviser Law Examination
  2001-05-15

Designations

• Certified Financial Planner

Other Names

• Laurence Montello
• Laurence Nmn Montello