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Jacob R Cedor

Monte Financial Group, LLC

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About Jacob R Cedor

Jacob Cedor is an investment advisor representative associated with Monte Financial Group, LLC. Jacob has been in the industry since July 2024 and holds the Series 65 exam. Jacob specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jacob has worked in the financial services industry for over a year. Jacob has a background in both the insurance and gaming industries. Jacob has a degree in business from the University of Rhode Island.

Firm Information

Jacob Cedor is currently registered with Monte Financial Group, LLC. Monte Financial Group, LLC is an investment advisor based in Guilford, CT. The firm provides financial planning, selection of other advisors, and portfolio management for individuals. They manage approximately $372,789,483 in assets for 404 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Their website addresses are HTTPS://WWW.FACEBOOK.COM/MONTEFINANCIALGROUP/, HTTP://WWW.MONTEFINANCIALGROUP.COM, and HTTPS://WWW.LINKEDIN.COM/COMPANY/1674880/.
Monte Financial Group, LLC

30 LONG HILL ROAD

GUILFORD, CT 06437

$372.79M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jacob Cedor’s Registration & Firm History

CT

11/04/2024 - Present

Monte Financial Group, LLC (GUILFORD CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob R Cedor.
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