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SHAWN ANDREW MONTY
CRD#: 1391866
IA
Investment Adviser
B
Broker
FINANCIAL STRATEGIES RETIREMENT PARTNERSCRD#: 147965 3 EXECUTIVE PARK DRIVE
SUITE 205
BEDFORD, NH 03110
COMMONWEALTH FINANCIAL NETWORKCRD#: 8032 3 EXECUTIVE PARK DRIVE
SUITE 205
BEDFORD, NH 03110
Registration History
1985199019952000200520102015202020252 FIRMS1988 - 1995 (6 years)IAFINANCIAL STRATEGIES RETIREMEN... (CRD# 147965)2009 - Present (16 years)IACOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)1998 - Present (26 years)BCOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)1995 - Present (30 years)BFIRST INVESTORS CORPORATION (CRD# 305)1985 - 1988 (2 years)
License(s)

State Registrations

B
Alabama 1/6/2022

IA
New Hampshire 4/24/1998

B
Arizona 1/22/2014

B
New York 1/16/1995

B
Connecticut 5/18/1995

B
North Carolina 2/27/2013

B
District of Columbia 8/6/2014

B
South Carolina 11/7/2005

B
Florida 2/8/1996

B
Texas 10/26/2017

B
Georgia 2/13/2001

B
Utah 5/10/2019

B
Indiana 10/11/2018

B
Vermont 1/5/1995

B
Maine 6/4/2001

B
Virginia 7/23/2015

B
Massachusetts 1/16/1995

B
Washington 4/15/2014

B
New Hampshire 1/5/1995

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FINANCIAL STRATEGIES RETIREMENT PARTNERS (CRD#:147965)
3 EXECUTIVE PARK DRIVE SUITE 205, BEDFORD, NH 03110
Registered with this firm since 1/5/2009

IA
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
3 EXECUTIVE PARK DRIVE SUITE 205, BEDFORD, NH 03110
Registered with this firm since 4/24/1998

B
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
3 EXECUTIVE PARK DRIVE SUITE 205, BEDFORD, NH 03110
Registered with this firm since 1/5/1995

Previous Registration(s)
th hidden textth hidden textNameLocation
B
06/29/1988 - 01/03/1995 METLIFE SECURITIES INC. (CRD#:14251) SPRINGFIELD, MA
B
06/29/1988 - 01/03/1995 METROPOLITAN LIFE INSURANCE COMPANY (CRD#:4095) NEW YORK, NY
B
07/18/1985 - 05/03/1988 FIRST INVESTORS CORPORATION (CRD#:305) EDISON, NJ
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.