Springreef
46yrs
Top advisor by experience in Chatham
29yrs
Monte Edwards
Financial advisor at Wells Fargo Advisors
Based in Chatham, New Jersey, Monte Edwards is a fiduciary financial advisor with 29 years of industry experience. Monte has been with Wells Fargo Advisors since 2022; before that, Monte spent a year at Prudential Equity Group. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 111 advisors with offices in Chatham, and one of 94 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 19% by experience nationwide
Office19 Center St, Chatham, NJ 07928
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2003 – 2022Wells Fargo Clearing Services, LLCPreviously
- Jun 2002 – Jul 2003Prudential Equity Group, LLCPreviously
Contact Monte
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Monte. 19 Center StChatham, NJ 07928Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Monte
Tailored to Monte’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Monte
How do I contact Monte?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Monte Edwards. Monte works from the Chatham, NJ office.
How long has Monte been a financial advisor?
Monte has been in the industry since 1997, about 29 years. Top 19% by experience nationwide.
What licenses does Monte hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Monte a fiduciary?
Monte is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Monte paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Monte for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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