DFX Intelligence

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RIA / WealthAdvisor34 years in industry

MICHAEL ANTHONY MONTILEONE

Advisor at ALLEGHENY FINANCIAL GROUP

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b44a5215-debc-ab66-c507-ebe5520e1fe2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 30, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michael Anthony Montileone

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLEGHENY FINANCIAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 32derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 8, 1992
First registration: Mar 30, 2007
Dual registered: no
Other names: MICHAEL MONTI|MONTI MONTILEONE
IAPD individual key: 2017882

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLEGHENY FINANCIAL GROUP	Independent wealth	Jun 17, 1994	n/a	yes	PITTSBURGH, PA	Current employment
ALLEGHENY INVESTMENTS	Independent wealth	Mar 30, 2007	Dec 31, 2024	no	PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|Beaver Falls, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLEGHENY INVESTMENTS	n/a	Dec 31, 2024	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ ALLEGHENY FINANCIAL GROUPRegistered adviserregistration: current employment
Jun 17, 1994 to presentfactForm ADV
→ ALLEGHENY INVESTMENTSRegistered adviserregistration: previous registration
Mar 30, 2007 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor departed, no destination yet
Michael Anthony Montileone no longer registered at Allegheny Investments; no later IA registration on IAPD
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b44a5215-debc-ab66-c507-ebe5520e1fe2
First observed: Mar 30, 2007
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL ANTHONY MONTILEONE

Advisor at ALLEGHENY FINANCIAL GROUP

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b44a5215-debc-ab66-c507-ebe5520e1fe2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ALLEGHENY FINANCIAL GROUP

Independent wealth

Jun 17, 1994

n/a

yes

PITTSBURGH, PA

Current employment

ALLEGHENY INVESTMENTS

Independent wealth

Mar 30, 2007

Dec 31, 2024

PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA|Beaver Falls, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ALLEGHENY INVESTMENTS

n/a

Dec 31, 2024

n/a

Departure no registered destination

Departure