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Meaghan Gilfeather Montegari

Cantor Fitzgerald & Co.

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About Meaghan Gilfeather Montegari

Meaghan Gilfeather Montegari is a financial professional with over a decade of experience in the industry. Meaghan has held various roles at prominent firms, including Wells Fargo Securities, LLC, Scotia Capital (USA) Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities LLC. Meaghan is currently registered with Cantor Fitzgerald & Co. and holds licenses for Series 7, Series 99, Series 63, and Series 7TO.

Firm Information

Meaghan Montegari is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

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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Meaghan Montegari’s Registration & Firm History

NY

06/12/2024 - Present

Cantor Fitzgerald & Co. (NEW YORK NY)

NY

01/20/2011 - 04/20/2021

WELLS FARGO SECURITIES, LLC (New York NY)

NY

02/09/2010 - 01/04/2011

SCOTIA CAPITAL (USA) INC. (NEW YORK NY)

NY

02/09/2009 - 06/30/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/10/2008 - 03/11/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/23/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/15/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Meaghan Gilfeather Montegari.
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