Featured Business Financial Advisor in Charlotte, NC
Charlotte Financial Advisors
ACM Wealth Management
1927 S. Tryon Street, Suite 205
Charlotte, NC 28203
(877) 707-5429
“Independent. Certified. Experienced.”
Advisor Profile
TONY MONTANARI, CIMAź
Name:  TONY MONTANARI, CIMAź
Phone Number:  (877) 707-5429
Website:  Visit Website
Disclosure Link:
Securities and advisory serv...

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.
 

General Information

Firm CRD#:    10740
CRD#:    3089483
States Licensed in:    NC, SC, GA, IL, MA, NY, NJ, CT, CA, FL, NJ, OH, CO, OR, MN
Number of Years with Current Firm:    9
Years of Experience in Financial Services:    20
Name of Custodial Firm:    First Clearing & Pershing
Name of Broker/Dealer:    Prospera Financial Services
States Willing to do Business in:    Alexis,Belmont,Charlotte,Concord,Cornelius,Cramerton,Dallas,Davidson,Denver,Fort Mill,Gastonia,Harrisburg,Huntersville,Indian Trail,Iron Station,Kannapolis,Locust,Lowell,Matthews,Mc Adenville,Midland,Monroe,Mooresville,Mount Holly,Pineville,Rock Hill,Stanfield,Stanley,Waxhaw,Wingate
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    Tony started in the business in 1998. He was trained and worked for two large, national Wall Street Firms. In 2009, Tony started ACM Wealth Management so he could become an independent financial advisor and represent the best interests of his clients and not a large corporation.
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    Managed Accounts, Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 31, Series 7
Certifications, Accreditations & Designations:    Certified Investment Management Analyst (CIMA®)
Financial Organization Memberships:    Investments & Wealth Institute, Paladin Registry
Non-Financial Organization Memberships:    UNC Alumni Association, The RAMS Club, Verdict Ridge Country Club, Birkdale Basketball League
 

Firm Information

Advisor's Number of Planning Clients:    95
Advisor's Number of Managed Clients:    95
Advisor's Number of Clients:    95
 

Compliance

Registered Investment Advisor:    Yes
Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    500,000
Compensation Methods:    Commissions, Based on Assets, Flat Fee
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
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