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Susan Elizabeth Montebello

Huntleigh Advisors, Inc.

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About Susan Elizabeth Montebello

Susan Elizabeth Montebello is a registered representative with Huntleigh Advisors, Inc. Susan has been in the industry since 1983 and has held registrations in 10 states. Susan is also a registered investment advisor with the state of Missouri. Susan has experience providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, and charitable organizations. Susan also has experience with pension consulting and selection of other advisors.

Firm Information

Susan Montebello is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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percentage of assets

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

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other

Solicitor/third party manager fees

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Susan Montebello’s Registration & Firm History

MO

09/25/2003 - Present

Huntleigh Advisors, Inc. (ST. LOUIS MO)

NA

09/23/1983 - 05/19/1986

NEWHARD, COOK & CO. INCORPORATED

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Licenses & Designations

BOTH

Issued 10/11/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/1984

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1984

Series 5 - Interest Rate Options Examination

BC

Issued 05/15/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 09/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Elizabeth Montebello.
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