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Peter Montalbano

Compass Capital Corporation

Braintree, MA

Colorado Springs, CO

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Current Employers
Compass Capital Corporation

50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
FL RA APP_PEND_IARCE 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734 • United States

608 High Lonesome View, Colorado Springs, CO 80906 • 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
Capital Guardian Wealth Management, Llc Naples FL 06/2012 Present
Capital Guardian, Llc Naples FL 06/2012 06/2017
Compass Securities Corporation Braintree MA 06/2018 Present
Compass Capital Corporation Braintree MA 06/2018 Present
Compass Securities Corporation Braintree MA 07/2018 Present
Kovack Securities, Inc. Fort Lauderdale FL 06/2017 06/2018
Compass Capital Corporation Braintree MA 07/2018 Present
  • 06/2012 → Present
    Capital Guardian Wealth Management, Llc
    Naples, FL
  • 06/2012 → 06/2017
    Capital Guardian, Llc
    Naples, FL
  • 06/2018 → Present
    Compass Securities Corporation
    Braintree, MA
  • 06/2018 → Present
    Compass Capital Corporation
    Braintree, MA
  • 07/2018 → Present
    Compass Securities Corporation
    Braintree, MA
  • 06/2017 → 06/2018
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 07/2018 → Present
    Compass Capital Corporation
    Braintree, MA
Previous Registrations
  • 2012-07-31 → 2018-08-15
    Capital Guardian Wealth Management, Llc
    Naples, FL
  • 2010-07-21 → 2011-07-06
    Rehmann Wealth
    Boca Raton, FL
    Lansing, MI
  • 2009-03-24 → 2010-04-13
    Oppenheimer & Co. Inc.
    Boca Raton, FL
  • 2006-08-24 → 2009-03-16
    Stanford Group Company
    Boca Raton, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-10-03
  • S63 Uniform Securities Agent State Law Examination
    1996-10-03
Designations
Other Names
  • Peter Motantalbano

View on SEC IAPD

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