Edward Montagna
Private Wealth Advisor at Sorrento Pacific Financial, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Philadelphia
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Bio
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Credentials
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CPA Certified Public Accountant - Pennsylvania
Pennsylvania Institute of Certified Public AccountantsMay, 1992- Sep, 2024
Experience
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Private Wealth Advisor
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Nov 2018 - Present
COASTAL WEALTH MANAGEMENT, LLC
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Financial Advisor
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Jan 2014 - Nov 2018
Investment Services at OceanFirst
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LPL Financial
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Financial Services
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Financial Advisor
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Mar 2008 - Dec 2013
Investment Services at OceanFirst Investment Services at OceanFirst
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IFMG Securities, Inc
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Financial Advisor
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Jul 1997 - Mar 2008
Investment Services at OceanFirst Investment Services at OceanFirst
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Financial Advisor
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Jun 1992 - Aug 1996
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Education
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Rider University
Bachelor of Science in Commerce, Accounting and Finance
Community
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