Joseph P. Montelione
Professional summary
Joseph Peter Montelione, who also goes by Joseph Montelione, Joseph Montellone, is a registered financial professional currently at HAMILTON LANE SECURITIES LLC located in Conshohocken, Pennsylvania.
Joseph is registered as a RR (Registered Representative) and started their career in finance in 2011. Joseph has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joseph Peter Montelione's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 23, 2026 - Present
HAMILTON LANE SECURITIES LLC
Office #1: 110 Washington Street Suite 1300, Conshohocken, PA 19428April 9, 2018 - March 16, 2026
FS INVESTMENT SOLUTIONS, LLC
June 5, 2015 - July 25, 2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED
May 4, 2011 - June 5, 2015
STERNE, AGEE & LEACH, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
FINRA
Current Firm
HAMILTON LANE SECURITIES LLC
CRD#: 281510 / SEC#: , 8-69675
Contact information
FINRA licenses (51 States and Territories)
Documents
Red Flags
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