Anthony M. Montano
Professional summary
Anthony Mario Montano III, who also goes by Anthony Mario Montano, is a registered financial advisor currently at ROSMAN ASSET MANAGEMENT, LLC located in The Woodlands, Texas.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Anthony has worked at 3 firms and has passed the Series 65, Series 63, Series 86, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Mario Montano III's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2019 - Present
ROSMAN ASSET MANAGEMENT, LLC
January 31, 2014 - June 11, 2019
MITCHELL GROUP INC
May 24, 2010 - November 23, 2010
TICONDEROGA SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2019)
Exams
Current Firm
ROSMAN ASSET MANAGEMENT, LLC
CRD#: 155922 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 58,155,398 |
Red Flags
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