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Susan Elizabeth Montebello

Huntleigh Advisors, Inc.

St. Louis, MO

CRD 1139811

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Employer firm

Huntleigh Advisors, Inc. CRD 113412

$782M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Huntleigh Advisors, Inc.

7800 Forsyth Blvd. 5Th Floor, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2003-09-25
  • MO RA
    APPROVED
    Since 2003-09-25

Branch Locations

7800 Forsyth Blvd 5Th Floor, St. Louis, MO 63105 • 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
Huntleigh Securities Corporation St Louis MO 05/1986 Present
  • 05/1986 → Present
    Huntleigh Securities Corporation
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-11
S63 Uniform Securities Agent State Law Examination 1983-10-04
  • S66 Uniform Combined State Law Examination
    2000-10-11
  • S63 Uniform Securities Agent State Law Examination
    1983-10-04
Other Names
  • Susie Montebello
  • Susan Elizabeth Neher

View on SEC IAPD

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