Tony Montanari
ACM Wealth Management
1927 S. Tryon Street
Suite 205
Charlotte, NC 28203
8777075429
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.
See Disclosures
General Information
Firm Start Year
2009
No. of Employees
2-4
CRD#
3089483
Firm CRD#
10740
Name of Broker/Dealer
Prospera Financial Services
Name of Custodial Firm
Wells Fargo Clearing
States Licensed in
NC, SC, IL, MA, NY, NJ, CT, CA, FL, MN, NM, IN
Years of Experience in Financial Services
26
Number of Years with Current Firm
12
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.
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CIMA®
Securities Licenses
Series 7, Series 31, Series 63, Series 65
Insurance and Annuity Licenses
Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships
Investments & Wealth Institute
Non-Financial Organization Memberships
UNC Alumni Association, The RAMS Club, Verdict Ridge Country Club, Birkdale Basketball League
Firm Information
Assets Managed by Firm
$240,000,000
Advisor's Number of Clients
90
Advisor's Number of Managed Clients
90
Advisor's Number of Planning Clients
90
Assets Managed by Advisor
$150,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Flat Fee, Based on Assets, Hourly
Education
Bachelor of Arts -
University of North Carolina - Chapel Hill
1996 -1998
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1879812/rothira-ACM-Wealth-Management-detailed-disclosure.html
Disclaimer
Securities and advisory services offered through Prospera Financial Services, Inc. Member FINRA/SIPC. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.