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NEIL ROBERT MONTESANO
CRD#: 3267742
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 1955 HWY 34 STE 3C
WALL, NJ 07719
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2008 - 2013 (5 years)2 FIRMS2013 - 2023 (10 years)2 FIRMS2023 - Present (1 year)BA. G. EDWARDS & SONS, INC. (CRD# 4)1999 - 2008 (8 years)IAA. G. EDWARDS & SONS, INC. (CRD# 4)2003 - 2008 (4 years)
License(s)

State Registrations

B
California 10/18/2023

IA
New Jersey 10/18/2023

B
Delaware 10/18/2023

B
New York 10/18/2023

B
District of Columbia 10/18/2023

B
North Carolina 10/18/2023

B
Florida 10/18/2023

B
Pennsylvania 10/18/2023

B
Louisiana 10/18/2023

B
South Carolina 10/18/2023

B
Maine 10/18/2023

B
Texas 10/18/2023

B
Maryland 10/18/2023

IA
Texas 10/18/2023

B
Massachusetts 10/18/2023

B
Vermont 10/18/2023

B
New Hampshire 10/23/2023

B
Virginia 10/18/2023

B
New Jersey 10/18/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
1955 HWY 34 STE 3C, WALL, NJ 07719
Registered with this firm since 10/18/2023

B
LPL FINANCIAL LLC (CRD#:6413)
1955 HWY 34 STE 3C, WALL, NJ 07719
Registered with this firm since 10/18/2023

Previous Registration(s)
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IA
08/23/2013 - 10/26/2023 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) WALL, NJ
B
08/23/2013 - 10/26/2023 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) WALL, NJ
IA
01/01/2008 - 08/23/2013 WELLS FARGO ADVISORS, LLC (CRD#:19616) WALL TOWNSHIP, NJ
B
01/01/2008 - 08/23/2013 WELLS FARGO ADVISORS, LLC (CRD#:19616) WALL TOWNSHIP, NJ
B
08/14/1999 - 01/03/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) WALL TOWNSHIP, NJ
IA
10/14/2003 - 01/01/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) WALL TOWNSHIP, NJ
For additional information about investment advisers or broker-dealers, please visit
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.