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Registered advisor

M•••••• P••• M•••••••

C•••••• S••••• • C••• I•••national BDMt Kisco, Nydual registrantIAPD 5069251

Feed of 09/14/2026

Also filed as Michael P Montaldo

At current firm

2 y

since Oct 4, 2023

In the industry

20 y

since Jan 17, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• S••••• • C••• I••• national BD current
since Oct 4, 2023 · Mt Kisco, Ny
M••••• S•••••• wirehouse
Jan 4, 2023 to Aug 17, 2023 · Purchase, Ny
E•••••• C•••••• M••••••••• L•• former
Apr 28, 2009 to Aug 18, 2023 · Arlington, Va
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 26, 2007 to Dec 22, 2008 · White Plains, Ny

Moves

a registration end followed by a registration begin elsewhere

E•••••• C•••••• M••••••••• L•• to M••••• S••••••
left Aug 18, 2023, registered Jan 4, 2023 (-226 days) · channel change inside one enterprise, not a move · moved with a team
M••••• S•••••• to C•••••• S••••• • C••• I•••
left Aug 17, 2023, registered Oct 4, 2023 (48 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••••• C•••••• M••••••••• L••
left Dec 22, 2008, registered Apr 28, 2009 (127 days) · Other

Signals

M•••••• P••• M••••••• left M••••• S•••••• for C•••••• S••••• • C••• I••• (registered 2023-10-04)
Aug 17, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address