Michael A. Montileone

ALLEGHENY FINANCIAL GROUP LTD

PITTSBURGH, PA 15237

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CRD#: 2017882

Professional summary

Michael Anthony Montileone, CFP®, who also goes by Michael Monti, Monti Montileone, is a registered financial advisor currently at ALLEGHENY FINANCIAL GROUP LTD located in Pittsburgh, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Monti | Monti Montileone

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TAX RETURN PREPARATION. NON INV. RELATED. LESS THAN 1 HR/MO, 0 HR/MO/TRADING, $200.00 ANNUAL COMP ERIE METAL BASKET, BOD/INVESTOR, MANUFACTURING, OPERATIONS AND AFFAIRS OF THE LLC, INVESTMENT RELATED, 1-2 HR/MO, 1-2 HR/MO/TRADING, AFG INCENTIVE FEES. MICHAEL MONTILEONE, TRUSTEE, TRUSTEE, TRUSTEE, 10-25 HOURS/YEAR, 0 HR/MO/TRADING, $5,000, MAKE PAYMENTS ON BEHALF OF BENEFICIARIES AND OTHER TRUSTEE DUTIES, 0 SHARES Treasurer;Gunny's Ridge; Veteran and First Responder Assistance; Provide financial assistance and tracking of organizational monies START DATE 4/16/2025; INVESTMETN RELATED;$0 COMPENSATION; 1 HOUR/WEEK; 15 MINUTES DURING TRADE HOURS; NOT PUBLIC CORP; 0 SHARES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Montileone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

June 17, 1994 - Present

ALLEGHENY FINANCIAL GROUP LTD

Office #1: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

RIA

CRD#: 104690

PITTSBURGH, PA

Past

March 30, 2007 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

RIA

CRD#: 7597

Beaver Falls, PA

Past

September 22, 1992 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

February 6, 1990 - September 23, 1992

INTEGRATED FINANCIAL PLANNING SERVICES

CRD#: 17935

HEIDELBERG,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/17/1994)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/19/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/8/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/1991

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/20/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 39

Date: 10/9/2007

Direct Participation Programs Principal Examination

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 Approved)

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Contact information

Main Address

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Mailing Address

Phone number

(412) 367-3880

Established

Firm type

Fiscal year end

# of Employees

105

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2024 WRAP PROGRAM BROCHURE (3/31/2025)

2024 AFG ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,950
AUM (Assets Under Management)	$ 4,904,134,773

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/10/2025	Cover Page	Report
10/22/2024	Cover Page	Report
08/11/2023	Cover Page	Report
10/08/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael A. Montileone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Montileone's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

INTEGRATED FINANCIAL PLANNING SERVICES

Primary Firm SEC Registration

ALLEGHENY FINANCIAL GROUP LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/1993

Series 63

Date: 10/8/1992

SIE

Date: 10/1/2018

Series 7

Date: 9/21/1991

Series 6

Date: 1/20/1990

Series 39

Date: 10/9/2007

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLEGHENY FINANCIAL GROUP LTD

TRUST BUT VERIFY

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