Financial advisor
Brian Montalbano
Now at Prudential Advisors · Port Charlotte, FL
Registered as BRIAN EDWARD MONTALBANO
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Brian Montalbano | Synovus | Prudential Advisors | Lateral | April 7, 2026 | Undisclosed |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL ENTERPRISE, LLC | Investment adviser | March 10, 2026 | Current |
| LPL ENTERPRISE, LLC | Broker-dealer | March 9, 2026 | Current |
| SYNOVUS SECURITIES, INC. | Investment adviser | June 14, 2019 | March 9, 2026 |
| SYNOVUS SECURITIES, INC. | Broker-dealer | June 14, 2019 | March 9, 2026 |
| SUNTRUST ADVISORY SERVICES, INC. | Investment adviser | August 19, 2016 | June 19, 2019 |
| SUNTRUST INVESTMENT SERVICES, INC. | Investment adviser | September 15, 2006 | December 31, 2016 |
| SUNTRUST INVESTMENT SERVICES, INC. | Broker-dealer | March 14, 2003 | June 19, 2019 |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Broker-dealer | July 9, 2002 | January 8, 2003 |
| FSC SECURITIES CORPORATION | Broker-dealer | May 22, 2002 | July 16, 2002 |
| METLIFE SECURITIES INC. | Broker-dealer | June 5, 2001 | May 13, 2002 |
| METROPOLITAN LIFE INSURANCE COMPANY | Broker-dealer | June 5, 2001 | May 13, 2002 |
| SIGNATOR INVESTORS, INC. | Broker-dealer | March 19, 1998 | April 23, 2001 |
| JOHN HANCOCK DISTRIBUTORS, INC. | Broker-dealer | January 8, 1993 | August 29, 1996 |
| JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY | Broker-dealer | January 8, 1993 | August 29, 1996 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.