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Anthony M
Series 63, Series 66
Fullerton, CA
The Blackmont Group
Anthony Montenegro is a financial advisor at The Blackmont Group in Fullerton, CA, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including CFD Investments and D.A. Davidson & Co. Outside of his advisory role, he is involved in real estate investing, which accounts for a small portion of his time. The Blackmont Group is a fee-only advisory firm serving individuals, high-net-worth clients, and charitable organizations. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis, offering both active and passive strategies to build diversified portfolios and providing financial planning through ongoing or project-based engagements.
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