TrueAdvisor
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Anthony R Monterosso

Hartford Funds
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Hartford Funds
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
76 clients
Average Client Portfolio
$1.8B average
Assets Under Management
$137.8B

Location

690 Lee Road, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hartford Funds
January 2015 - Present · 11 yrs 1 mo
Hartford Funds Distributors, LLC
December 2012 - Present · 13 yrs 2 mos
Hartford Funds Distributors, LLCBroker
December 2012 - Present · 13 yrs 2 mos
Previous Registrations
Hartford Funds Management Company, LLC
June 2014 - December 2014 · 6 mos
Hartford Life Distributors, LLCBroker
May 2004 - December 2012 · 8 yrs 7 mos
State Registrations18 states
CACOCTHIILINMAMDMIMNNHNJNYOHPATNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.