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Anthony R Monterosso

Hartford Funds

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About Anthony R Monterosso

Anthony R. Monterosso is a registered investment advisor representative with Hartford Funds, located in WAYNE, PA. Anthony Monterosso has been in the securities industry since 2004. Anthony Monterosso is also registered with the following state securities authorities: California, Colorado, Connecticut, Hawaii, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin. Anthony Monterosso has passed the following securities exams: Series 6, Series 7, Series 63, Series 65, and SIE. Anthony Monterosso has been associated with Hartford Funds since 2015. Previously, Anthony Monterosso was associated with HARTFORD LIFE DISTRIBUTORS, LLC from 2004 to 2012.

Firm Information

Anthony Monterosso is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees related to 529 plans and model recommendations.

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Anthony Monterosso’s Registration & Firm History

PA

01/23/2015 - Present

Hartford Funds (WAYNE PA)

PA

05/27/2004 - 12/03/2012

HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)

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Licenses & Designations

IA

Issued 06/30/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 05/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony R Monterosso.
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