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Daniel Anthony Montesano

Alexander Capital, LP

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About Daniel Anthony Montesano

Daniel Montesano is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with Alexander Capital, LP. Prior to joining Alexander Capital, LP, Daniel was previously registered with ARIVE CAPITAL MARKETS and FIRST STANDARD FINANCIAL COMPANY LLC. Daniel holds the Series 7 and Series 63 licenses. Daniel has been active in the industry since November 9, 2013.

Firm Information

Daniel Montesano is currently registered with Alexander Capital, LP. Alexander Capital, LP is a partnership formed in November 1995. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

50

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.

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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Daniel Montesano’s Registration & Firm History

NY

04/10/2024 - Present

Alexander Capital, LP (Staten Island NY)

NY

01/08/2024 - 04/16/2024

ARIVE CAPITAL MARKETS (STATEN ISLAND NY)

NY

09/23/2019 - 05/03/2023

ARIVE CAPITAL MARKETS (Staten Island NY)

NJ

07/22/2014 - 09/25/2019

FIRST STANDARD FINANCIAL COMPANY LLC (RED BANK NJ)

NY

10/10/2012 - 02/24/2014

ALEXANDER CAPITAL, L.P. (STATEN ISLAND NY)

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Licenses & Designations

BC

Issued 04/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Anthony Montesano.
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