Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Montulli is an investment advisor representative with Private Advisor Group, LLC. Thomas has been in the industry since December 1985 and has a broad range of experience in the financial services industry. Thomas holds the Series 7, 24, 63, and 65 licenses, and is registered in several states. Thomas provides financial planning, asset management, and other financial services to individuals, businesses, and institutions. Thomas is committed to providing clients with personalized financial advice that helps them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
06/13/2021 - Present
Private Advisor Group, LLC (Rochester NY)
NY
11/18/2005 - 05/05/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
11/19/2003 - 11/21/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/13/2000 - 11/26/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
08/21/1986 - 11/21/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
NA
12/23/1985 - 10/22/1986
NEW ENGLAND SECURITIES CORPORATION
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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