AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AM

Arturo D. Montenora

Some features on this profile are disabled
CRD#: 2646366
AM

Professional summary


Arturo Diego Montenora was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Arturo is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Arturo had worked at 17 firms, which includes CAPITAL ONE ADVISORS LLC, CAPITAL ONE INVESTING LLC, CAPITAL ONE FINANCIAL ADVISORS LLC, CAPITAL ONE INVESTMENT SERVICES LLC, INVESTMENT PROFESSIONALS INC., CHELSEA FINANCIAL SERVICES, LPL FINANCIAL LLC, IFMG SECURITIES INC., WAMU INVESTMENTS INC., AMERIPRISE ADVISOR SERVICES INC., AMERICA FIRST ASSOCIATES CORP., NATIONAL CLEARING CORP., TIJA MANAGEMENT INC., EMMETT A LARKIN COMPANY INC., MEYERS POLLOCK ROBBINS INC., H.J. MEYERS & CO. INC., ROYCE INVESTMENT GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Arthur Montenora | Arty Montenora

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 28, 2015 - May 17, 2017

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
SEATTLE, WA
Past

January 2, 2015 - May 17, 2017

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
JERSEY CITY, NJ
Past

November 28, 2014 - January 28, 2015

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
JERSEY CITY, NJ
Past

November 25, 2014 - January 2, 2015

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
JERSEY CITY, NJ
Past

September 16, 2013 - November 26, 2014

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
SAN ANTONIO, TX
Past

September 19, 2011 - September 13, 2013

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
STATEN ISLAND, NY
Past

May 27, 2008 - April 6, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
STATEN ISLAND, NY
Past

February 22, 2007 - May 27, 2008

IFMG SECURITIES, INC.

BD
CRD#: 14416
STATEN ISLAND, NY
Past

February 19, 2004 - November 28, 2006

WAMU INVESTMENTS, INC.

BD
CRD#: 599
STATEN ISLAND, NY
Past

August 21, 2001 - January 28, 2003

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

September 26, 2000 - February 1, 2001

AMERICA FIRST ASSOCIATES CORP.

BD
CRD#: 38245
STEWART MANOR, NY
Past

January 28, 2000 - July 18, 2000

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

March 15, 1999 - July 26, 1999

TIJA MANAGEMENT, INC.

BD
CRD#: 11069
NEW YORK, NY
Past

February 2, 1998 - April 8, 1998

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

October 23, 1996 - January 6, 1998

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

May 6, 1996 - November 12, 1996

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

September 29, 1995 - February 1, 1996

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/29/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CO
CAPITAL ONE ADVISORS, LLC
CAPITAL ONE ADVISORS, LLC | SPARK 401K | SHAREBUILDER ADVISORS, LLC | SHAREBUILDER 401K

CRD#: 136865 / SEC#: 801-64662

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1750 Tysons Blvd 6th Floor, Mclean, VA 22102
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CAPITAL ONE INVESTING 401K SERVICES BROCHURE 4.01.19 (3/29/2019)

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.

Company Information


CAPITAL ONE ADVISORS, LLC

CRD#: 136865

TRUST BUT VERIFY

Monitor Arturo Montenora

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics