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Nicholas Montanaro

Allstate Financial Services, LLC

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About Nicholas Montanaro

Nicholas Montanaro is a financial professional with over 12 years of experience in the industry. He is currently registered with Allstate Financial Services, LLC in Connecticut. Nicholas holds the Series 6, Series 63 and SIE licenses. Previously, he worked at Allstate Financial Services, LLC in Trumbull, Connecticut and Lincoln, Nebraska. Nicholas is a licensed insurance agent in Connecticut.

Firm Information

Nicholas Montanaro is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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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Nicholas Montanaro’s Registration & Firm History

CT

03/05/2024 - Present

Allstate Financial Services, LLC (Trumbull CT)

CT

11/23/2011 - 04/24/2023

ALLSTATE FINANCIAL SERVICES, LLC (Trumbull CT)

NE

11/01/2001 - 11/20/2003

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

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Licenses & Designations

BC

Issued 12/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Montanaro.
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