Mary E. Montanari

MONTANARI FINANCIAL ADVISORS

NORWELL, MA

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CRD#: 4876073

Professional summary

Mary Elizabeth Montanari, CFP®, who also goes by Mary Elizabeth Ganley, is a registered financial advisor currently at MONTANARI FINANCIAL ADVISORS INC. located in Norwell, Massachusetts.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mary has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Elizabeth Ganley

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) - RIA

Click below to view Mary Elizabeth Montanari's 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: 1998

Experience

Current

January 8, 1999 - Present

MONTANARI FINANCIAL ADVISORS INC.

RIA

CRD#: 133075

NORWELL, MA

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

Massachusetts
(1/8/1999)

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Exams

Current Firm

MONTANARI FINANCIAL ADVISORS INC.

MARY E. MONTANARI, CFP | MONTANARI, MARY ELIZABETH | MONTANARI FINANCIAL ADVISORS INC.

CRD#: 133075 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/8/1999 Approved)

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Contact information

Main Address

Norwell, MA

Mailing Address

P.o. Box 197, Norwell, MA 02061

Phone number

(781) 659-2380

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 32,839,330

Red Flags

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

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Mary E. Montanari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Montanari's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONTANARI FINANCIAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Current Firm

MONTANARI FINANCIAL ADVISORS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONTANARI FINANCIAL ADVISORS INC.

TRUST BUT VERIFY

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