Edward Montagna

Private Wealth Advisor at Sorrento Pacific Financial, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Philadelphia

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Bio

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Credentials

  • CPA Certified Public Accountant - Pennsylvania
    Pennsylvania Institute of Certified Public Accountants
    May, 1992
    - Nov, 2024

Experience

  • Sorrento Pacific Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Advisor
      • Nov 2018 - Present

      COASTAL WEALTH MANAGEMENT, LLC

    • Financial Advisor
      • Jan 2014 - Nov 2018

      Investment Services at OceanFirst

  • LPL Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2008 - Dec 2013

      Investment Services at OceanFirst Investment Services at OceanFirst

  • IFMG Securities, Inc
    • Brick and Point Pleasant, NJ
    • Financial Advisor
      • Jul 1997 - Mar 2008

      Investment Services at OceanFirst Investment Services at OceanFirst

  • Prudential Securities Incorporated
    • Vineland, NJ
    • Financial Advisor
      • Jun 1992 - Aug 1996

Education

  • Rider University
    Bachelor of Science in Commerce, Accounting and Finance

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