Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Aloysius Menton is a registered Investment Advisor Representative associated with Curi RMB Capital, LLC. John has worked in the financial industry for over 20 years. Before joining Curi RMB Capital, LLC, John worked for MML INVESTORS SERVICES, LLC, U.S. FINANCIAL INVESTMENTS, INC., CREDIT SUISSE FIRST BOSTON LLC, and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
09/09/2022 - Present
Curi RMB Capital, LLC (Lake Forest IL)
IL
03/13/2020 - 02/10/2021
MML INVESTORS SERVICES, LLC (Winnetka IL)
NY
08/11/2011 - 12/13/2012
U.S. FINANCIAL INVESTMENTS, INC. (NEW YORK NY)
NY
01/17/2003 - 07/14/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
10/24/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 07/13/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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